Service Contracts: To Create and Process a Service Contract Billed at the Time of Service

In this activity, you will learn how to create a service contract to be billed at the time of service based on what was done at each appointment related to the service contract.

Story

Suppose that the GoodFood One Restaurant customer requires appointments on Mondays and Fridays of each week for one year, starting next week. The service to be performed is the cleaning of the customer's equipment. The customer is willing to sign a contract. The service manager of SweetLife Service and Equipment Sales Center (Maia Davis) needs to create a service contract in MYOB Acumatica, and create a schedule of appointments, which will allow to generate appointments for each upcoming week. Acting as the service manager, you need to create a contract, create a schedule for the appointment generation, activate the contract, and generate the appointments for the first two weeks.

Configuration Overview

In the U100 dataset, the following configuration tasks have been performed to prepare the system for this activity to be performed:

• On the Enable/Disable Features (CS100000) form, the Equipment Management feature (under Service Management) has been enabled.
• On the Branch Locations (FS202500) form, the WEST BRIGHTON branch location has been configured.
• On the Service Order Types (FS202300) form, the MRO service order type has been configured to generate sales orders to bill customers for provided services. That is, the Sales Orders option has been selected under Generated Billing Documents in the Billing Settings section. Also in this section, the IN sales order type has been selected as the Order Type for Invoice so that the processing of sales orders does not require shipments.
• On the Billing Cycles (FS206000) form, the following settings have been specified for the AP AP billing cycle:
  • Run Billing For: Appointments
  • Group Billing Documents By: Appointments

  Based on these billing cycle settings, a separate billing document is generated for each appointment; this document presents the details of each service of the appointment.

• On the Customers (AR303000) form, the GOODFOOD (GoodFood One Restaurant) customer has been configured. The AP AP billing cycle has been specified for a customer on the Billing tab.
• On the Non-Stock Items (IN202000) form, the CLEANING non-stock item has been configured. For this item, the Service is selected in the Type box on the General tab, and Time is selected in the Billing Rule box on the Price/Cost tab.
• On the Equipment (FS205000) form, the FSE00007 (Commercial citrus juicer with a production rate of 1.5 litres per minute) target equipment has been defined.
• On the Employees (EP203000) form, EP00000040 (Maia Davis) has been configured, and the Staff Member in Service Management check box has been selected on the General Info tab.
• On the User Profile (SM203010) form, the SWEETEQUIP default branch, and WEST BRIGHTON default branch location has been specified for Maia Davis.

Process Overview

In this activity, you will create a service contract on the Service Contracts (FS305700) form, create an appointment schedule on the Service Contract Schedules (FS305100) form, and then activate the contract on the Service Contracts form. You will then generate appointments for the contract on the Generate from Service Contracts (FS500300) form.

System Preparation

Before you start creating a service contract, 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 the service manager by using the davis username and the 123 password.
2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, click the Business Date menu button, and select the 1/30/2024 date. For simplicity, in this activity, you will create and process all documents in the system on this business date.

Step 1: Creating the Service Contract

To create the service contract billed at the time of service for the GoodFood One Restaurant, do the following:

1. Open the Service Contracts (FS305700) form.
2. Click Add New Record on the form toolbar, and specify the following settings in the Summary area:
   • Customer: GOODFOOD (GoodFood One Restaurant)
   • Description: Cleaning Contract
3. On the Summary tab, in the Contract Settings section, specify the following settings for the contract:
   • Start Date: 1/30/2024
   • Expiration Type: Expiring
   • Duration: 1 Year
   • Schedule Generation Type: Appointments
4. In the Billing Type box of the Billing Settings section, make sure At Time of Service is selected. This setting means the service contract will be billed after an appointment generated for it has taken place, based on what was done during the appointment.
5. On the form toolbar, click Save.

Step 2: Creating an Appointment Schedule and Activating the Contract

Add a schedule to the service contract and activate the contract as follows:

1. While you are still viewing the service contract on the Service Contracts (FS305700) form, on the Schedules tab, click Add Schedule.

   The Service Contract Schedules (FS305100) form opens in a pop-up window.

2. In the Summary area, in the Service Order Type box, make sure MRO is selected.
3. In the Scheduled Start Time box, select 9:00 AM.
4. On the Details tab, add a row and specify the following settings in the row:
   • Inventory ID: CLEANING
   • Target Equipment ID: FSE00007
5. On the Recurrence tab, under Frequency Settings, select Weekly, and do the following in the Weekly Settings section:
   • Leave Every 1 Week(s).
   • Select the Monday and Friday check boxes. Clear Sunday.
   • Leave the check boxes cleared for the remaining days of the week.
6. Save your changes, and close the pop-up window.

   The system has created the schedule and added it to Schedules tab of the Service Contracts form.

7. On the Service Contracts form (to which you returned when you closed the window with the Service Contract Schedules form), on the More menu, click Activate.

   The system changes the status of the contract from Draft to Active.

Step 3: Generating Appointments from the Contract

To generate the appointments from the service contract, do the following:

1. Open the Generate from Service Contracts (FS500300) form.
2. In the Summary area, specify the following settings:
   • Customer: GOODFOOD (GoodFood One Restaurant)
   • Generate Up To: 2/13/2024
3. In the table, select the unlabeled check box in the row with the schedule you have created in the previous step, and on the form toolbar, click Process.

   The system opens the Processing pop-up window, in which you can see the status of the process.

4. After the processing has successfully completed, in the Processing pop-up window, click Close.

The appointments have been generated for the service contract until 2/13/2024.

Step 4: Reviewing the Appointments Generated for the Service Contract

Review the appointments that have been generated for the service contract as follows:

1. On the Service Contracts (FS305700) form, in the Service Contract ID box, select the service contract you created in Step 1.
2. On the More menu (under Inquiries), click Appointment History.
3. On the Appointment Summary (FS400100) form, which opens, clear the Staff Member box.
4. In the To Scheduled Date box, select 2/13/2024.

   The list of appointments generated for the selected service contract is displayed in the table.

   
   
   

5. Click the appointment reference number in the Appointment Nbr. column, the system opens the Appointments (FS300200) form. On the Details tab, review that the system has added the line from the Detail tab of the Service Contract Schedules (FS305100) form. On the Other tab, review the reference numbers of the source service contract and source schedule are specified.