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 issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Service and Equipment Sales Center has begun offering a cleaning service that is billed by the hour. The staff member performing this service must have strong skills in operating and cleaning juicers, so the manager needs to assign the right person for the job. As the administrative user, you will assign the Cleaning skill to the cleaning service. As a result, the scheduler will be able to assign staff members whose skills match the services included in the appointment.

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 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 this activity, do the following:

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.
On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

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 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.