Skills: To Assign a Skill to a Service

In this implementation activity, you will learn how to assign skills to a service.

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 the SweetLife Service and Equipment Sales Center has started to provide a cleaning service, which is billed by hours. The staff member who conducts this type of service must have strong skills related to using and cleaning the juicers, so the manager has to be able to assign the right person to provide the service. Acting as an administrative user, you will assign the cleaning skill to the cleaning service. As a result, the scheduler can assign staff members whose skills match the service or services included in the appointment.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this 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 Services (FS400800) form, the CLEANING service has been created.
On the Skills (FS200600) form, the CLEANING skill has been created.

Process Overview

On the Services (FS400800) form, you click the service name link, and the system opens the Non-Stock Items (IN202000) form, which displays the non-stock item of the Service type. On this form, you assign the skill to the service.

System Preparation

Before you start assigning a skill to a service, do the following:

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as system administrator by using the gibbs username and the 123 password.
As a prerequisite activity, in the company to which you are signed in, be sure you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
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: Assigning a Skill to a Service

To assign a skill to a service, do the following:

On the Services (FS400800) form, click CLEANING in the Inventory ID column.
This opens the Non-Stock Items (IN202000) form, which displays the CLEANING non-stock item of the Service type.
On the table toolbar of the Service Skills tab, click Add Row.
In the Skill ID column of the new row, select CLEANING - Juicer cleaning skills.
On the form toolbar, click Save.

Now the CLEANING - Juicer cleaning skills skill is assigned to the CLEANING service.

When you attempt to assign staff members to this service, the validation (described in Skills: General Information) is performed, and the system suggests the employees who have the skill to deliver this service.