Services: To Create a Service with a Fixed Price

In this implementation activity, you will learn how to create a service with a fixed price, regardless of the time spent providing it. You will still specify the typical duration of the service to help the service manager plan workloads in the future.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

Story

Suppose the SweetLife Service and Equipment Sales Center has hired a chef who previously worked at top fine-dining restaurants. The company has brought him on as a full-time consultant to develop custom recipes for each business. As a result, SweetLife has decided to offer a recipe development service at a fixed price. Acting as the administrative user, you will create this service in the system.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

  • The minimum system configuration is performed as described in Company Without Branches: General Information.
  • The minimum configuration of the service management functionality is performed as described in Basic Service Management Configuration: Implementation Activity.
  • On the Enable/Disable Features (CS100000) form, the following features have been enabled:
    • Inventory and Order Management: Enables you to process sales and purchase orders that include non-stock items of the Service type.
    • Multiple Units of Measure: Enables you to configure multiple units of measure.
  • On the Posting Classes (IN206000) form, the NONSTOCK has been created.
    Important: While the U100 dataset you are going to use to configure a non-stock item of the Service type has predefined posting classes, in a production environment you can configure a non-stock item without posting classes.
  • On the Units of Measure (CS203500) form, the ITEM unit has been created.
  • On the Tax Categories (TX205500) form, the EXEMPT tax category has been created.
  • On the Item Classes (IN201000) form, the TRAINING service class, that is an item class with the Service item type has been created.

Process Overview

By using the Services (FS400800) form as a starting point, you will add a new record. The system will open the Non-Stock Items (IN202000) form, on which you will specify the settings of the new service. Then you will confirm that the service has been added to the list on the Services (FS400800) form.

System Preparation

Before you start this activity, do the following:

  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a system administrator by using the gibbs username and the 123 password.
  2. On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
  3. Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step: Creating a Service with a Fixed Price

To create the fixed-price recipe development service, do the following:

  1. Open the Services (FS400800) form.
  2. On the form toolbar, click New Record.

    The Non-Stock Items (IN202000) form opens in a new window.

  3. In the Inventory ID box of the Summary area, type RECIPE DEV.
  4. In the Description box, enter Development of Unique Recipes.
  5. On the General tab, in the Item Class box (Item Defaults section), select COACHING.

    After you select the service class, the billing rule on the Price/Cost tab and the units of measure on the General tab are filled in automatically with the settings of the service class. The posting class and tax category are also automatically assigned to the service.

  6. In the Estimated Duration box (the Field Service Defaults section), enter 2 h 00 m.
  7. In the Units of Measure section, make sure that ITEM is selected in the Base Unit, Sales Unit, and Purchase Unit boxes.
  8. On the Price/Cost tab, do the following:
    • In the Default Price box, enter 200.00.
    • In the Billing Rule box, make sure that Flat Rate is selected.
  9. Save your changes, and close the window with the item.
  10. On the Services (FS400800) form, click Refresh on the form toolbar, and verify that the RECIPE DEV service appears in the list of services.