Services: To Create a Service Billed by Time

In this implementation activity, you will learn how to create a service billed by time.

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 any issues, restore the U100 dataset to its initial state.

Story

Suppose that SweetLife Service and Equipment Sales Center has decided to sell a set of educational services that are going to be billed by time. These services will include teaching, coaching, and instructing. Acting as an administrative user, you will create the Training course service and specify its typical duration and price per hour.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
  • The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
  • On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
  • On the Enable/Disable Features (CS100000) form, the following features have been enabled:
    • Inventory and Order Management: Provides the ability to process sales and purchase orders that include non-stock items of the Service type.
    • Multiple Units of Measure: Gives you the ability to define multiple units of measure.
  • On the Posting Classes (IN206000) form, the NONSTOCK posting class has been created.
  • On the Units of Measure (CS203100) 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 Training course service. Then you will confirm that the service has been added to the list on the Services (FS400800) form.

System Preparation

Before you start creating a service, 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. In the company to which you are signed in, be sure that you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
  3. On the Company and Branch Selection menu on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.

Step: Creating a Service Billed by Time

To create a service that is billed by time, do the following:

  1. Open the Services (FS400800) form.
  2. On the form toolbar, click New Record.
  3. In the Enter Keys dialog box, which opens, type TRAINING CRS as the Inventory ID value, and click Finish.

    The dialog box closes, and the Non-Stock Items (IN202000) form opens in a new window. In the Summary area, the system has inserted the TRAINING CRS inventory ID.

  4. In the Description box, enter Courses on Juicer Usage: Theory and Practice.
  5. In the Item Defaults section of the General tab, in the Item Class box, select TRAINING.

    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 (Field Service Defaults section), type 3 h 00 m.
  7. In the Units of Measure section, make sure that HOUR 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, type 70.00.
    • In the Billing Rule box, make sure that Time is selected.
  9. Save your changes, and close the window with the Non-Stock Items form.
  10. On the Services form, verify that the TRAINING CRS service has appeared in the list of services.