Field Service: Attribute-Based Pricing for Lot- and Serial-Tracked Items

MYOB Acumatica now extends attribute management for lot- and serial-tracked items to service management. Starting in Version 2026.1.1, attribute-based pricing is automatically applied to the units of lot- and serial-tracked items selected in service orders and appointments. With these enhancements, your technicians and dispatchers can confidently select the most appropriate units for each service—knowing that the correct price will be applied.

Example: Enhanced Maintenance Accuracy with Lot and Serial Attributes

Imagine that your company provides regular maintenance for equipment installed at customer sites. During these maintenance activities, technicians often replace components, such as compressors or controllers, that are serialized, meaning that they’re tracked by serial number.

Some of these replacement components have properties—such as model, type, replacement frequency, or warranty—that remain consistent throughout their lifecycle. These properties are defined as attributes in the system and recorded while receiving the items into inventory.

When maintenance is scheduled, a designated employee creates a service order, specifying the required services and stock items. The employee selects the necessary serialized components based on their defined attributes to ensure compatibility with the customer’s equipment. The attributes determine the sales price that’s automatically applied in the service order. When an appointment is created from the service order, it already includes the specific serialized item assigned for use during the maintenance visit—at the correct attribute-based price.

Setting Up Lot and Serial Attributes

To start using attributes, first create them on the Attributes (CS205000) form—or verify that they already exist. Then add the attributes to a lot or serial class on the Lot/Serial Classes (IN207000) form. You can add or delete attributes if the class has these settings:

• Tracking Method: Track Serial Numbers or Track Lot Numbers
• Assignment Method: When Received

For a stock item of this lot or serial class, these class attributes are automatically added to the Lot/Serial Attributes table on the Attributes tab of the Stock Items (IN202500) form. Here, you can review and modify the list of attributes.

Now the values of these attributes can be recorded for each unit of the lot- or serial-tracked item as it’s received into stock. On the Purchase Receipts (PO302000) or Receipts (IN301000) form, you do the following:

1. On the Details tab, click the line of the item being received.
2. Click Line Details on the table toolbar to open the Line Details dialog box.
3. In the table of the dialog box, click the line with the lot or serial number.
4. In the Lot/Serial Attributes table, specify the attribute values of the units with the lot number or the unit with the serial number (see below).

Setting Up Attribute-Based Pricing for Lot- and Serial-Tracked Items

You can specify the sales price, manufacturer’s suggested retail price (MSRP), and description for each attribute value of a stock item’s lot- or serial-tracked units. This lets you align each unit’s price with its precise properties.

You use the Lot/Serial Details (IN209600) form to view the settings of a serial-tracked unit of a stock item or the lot-tracked units of an item. Initially, the sales price, MSRP, and description are copied from the Default Price, MSRP and Description boxes of the Stock Items (IN202500) form if they were specified.

You can override these default prices and description based on unit attributes. To do this, on the Attributes tab, select the attribute values, and override default settings as needed in the Sales Price (see below), MSRP, and Description boxes.

Lot and Serial Attributes in Service Documents

Once you have units of lot- or serial-tracked items with attribute values and sales prices specified, you can add these stock items to the following service documents:

• A service order on the Service Orders (FS300100) form
• An appointment on the Appointments (FS300200) form

On the Details tab of either form, click Add Lot/Serial Nbr. on the table toolbar. In the Add Lot/Serial Nbr. dialog box, which opens, select the unit or units with the needed lot or serial number and attributes (see below). Click Add & Close.

The system closes the dialog box and adds the selected units to the Details tab. It inserts each unit with a lot or serial number in a separate line and automatically allocates the added units to the order. In each line of the service document:

• The attribute-specific price defined in the Sales Price box on the Lot/Serial Details (IN209600) form is inserted in the Unit Price column on the Service Orders or Appointments from.
• The description specified in the Description box on the Lot/Serial Details form is inserted into the Description column on the service form.

Key Takeaways

• Technicians and dispatchers can now select specific lot- or serial-tracked units for service orders and appointments based on their defined attributes.
• Attributes help ensure that the correct parts—matching each customer’s equipment—are used during maintenance and replacement.
• Service teams can apply attribute-based pricing directly in service orders and appointments.