Service Contract Schedules

Form ID: (FS305100)

You use this form to enter a new schedule for a specific service contract or to view and modify an existing schedule.

Tip: This form also opens from the Service Contracts (FS305700) form when you click Add Schedule on the form toolbar.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Generate from Service Contracts	Opens the Generate Maintenance from Contract Schedules (FS500300) form, where you generate service orders or appointments based on the schedule.

Summary Area

In this area, you can define a new schedule and its settings, or select an existing schedule and view its settings.


Element	Description
Service Contract ID	The identifier of the service contract associated with the schedule.
Schedule ID	The identifier of the schedule created for the selected service contract. The system generates this ID by using the numbering sequence specified in the Service Contract Schedule Numbering Sequence box on the Equipment Management Preferences (FS100300) form.
Active	A check box that indicates (if selected) that the schedule is active and service orders or appointments can be generated.
Schedule Start Time	The time at which generated appointments are scheduled to start. By default, the current business hour is used. This box is available for editing only if the Appointments schedule generation type is selected for the contract.
Schedule Duration	The total duration of the service-type items listed on the Details tab of the current form.
Override	The check box that indicates (if selected) that you can manually change the duration of the schedule in the Schedule Duration box in the Summary area of the current form.
Start Date	The date from which the schedule generation begins. By default, the current date is selected.
Service Order Type	The service order type used as the basis for creating service orders or appointments.
Customer	The customer for whom the service contract schedule is created. This customer is specified in the related service contract.
Location	The location associated with the customer for which the service contract schedule is created. This location is specified in the related service contract.
Customer Contract Nbr.	The reference number of the customer contract associated with the service contract schedule.
Project	The project associated with the service contract schedule, as specified in the related service contract. This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor	The vendor assigned to perform the services defined in the service contract schedule. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Expiration Date	The date on which the service contract schedule is set to expire. After this date, no further service orders or appointments are generated from the schedule.
Next Execution Date	The date on which the schedule is next set to generate a service order or appointment, based on the defined recurrence pattern.
Last Generated	The date on which the most recent service order or appointment was generated from the schedule.
Schedule Generation Type	Specifies whether the schedule generates service orders or appointments, as defined in the related service contract.

Details Tab

On this tab, you enter the services, non-stock items, and stock items included in the service contract schedule.

Tip: To include stock items in the schedule, the service order type associated with the schedule must have appropriate posting settings. Specifically, on the General tab of the Service Order Types (FS202300) form, the Sales Orders, SO Invoices, or None option must be selected in the Generated Billing Documents box.

On this tab, you can move an item by dragging its line to the required place.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Line Type	The type of item added to the schedule line—such as service, non-stock item, or inventory item. You can also select a comment, instruction, or service template as the line type. Tip: The Inventory Item line type is not available if the service order type selected in the Summary area of the current form has AR Documents specified in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form. A service template can be created on the Service Templates (FS204900) form.
Inventory ID	The identifier of the item when the line type is Service, Non-Stock Item, or Inventory Item.
Billing Rule	The billing rule applied to the line, which is filled in by the system when you select an item. The billing rule is one of the following: Time: The item of the Service type is billed based on time. The specific time used depends on the option selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer: Appointments: The service is billed based on the actual time spent delivering the service. Service Orders: The service is billed based on the estimated time to deliver the service. Flat Rate: The item is billed at a fixed price, regardless of the time that was spent delivering the item. For an item of the Non-Stock or Inventory Item type, this option is selected by default and cannot be changed. None: The item of the Service type is free of charge. (That is, no price is specified for the service.) This column is available for editing if Service or Service Template is selected in the Line Type column.
Service Template ID	The identifier of the service template selected for the schedule line. The template defines a predefined set of items used to create service contract schedules. details, see Service Templates.
Estimated Duration	The total estimated time that the item is expected to last.
Estimated Quantity	The estimated quantity of the item in this line. This column is available for editing only if Flat Rate or None is selected in the Billing Rule column for the line.
UOM	The unit of measure used for the item selected in the Inventory ID column. When you select an item in the Inventory ID column on the current tab, the system populates this column with the UOM specified in the Sales Unit box of the General tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form. If you specify a service template in the Service Template ID column of this row, this column remains empty.
Equipment Action	The action to be performed with the equipment during the service. The following options are available: Selling Model Equipment: Registers a sale of the stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. When the related invoice is released, a target equipment entity corresponding to the stock item is created in the system. Replacing Target Equipment: Registers the replacement of the target equipment entity specified in the next column with a new stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. Replacing Component: Registers the replacement of a component of a piece of target equipment specified in the Target Equipment ID column. You specify the applicable component in the Component Ref. Nbr. column. N/A: Registers the sale of an inventory item in the system to the customer. If model equipment, target equipment, or component is specified for the line, the record will not be created or modified on the Equipment (FS205000) form.
Target Equipment ID	The identifier of the equipment that is the subject of the service action defined in the schedule line.
Component ID	The component of the target equipment whose identifier is selected in the Target Equipment ID column.
Component Line Nbr.	The line reference number of the component of the target equipment selected in the Equipment ID column. The line reference number is assigned to the equipment component in the Ref. Nbr. column on the Components and Warranties tab of the Equipment (FS205000) form.
Transaction Description	A description of the line. If the line type is Service, Non-Stock Item, Inventory Item, or Service Template, the system automatically fills in this column with the description of the selected service, non-stock item, or service template, respectively. If Comment or Instruction is selected in the Line Type column, you enter the comment or instruction in this column.
Project Task	The project task associated with the line item. By default, the system fills in this column with the value specified in the Default Project Task box in the Summary area of the form. You can override this value if necessary. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the identifier of a project is selected in the Project box in the Summary area of the form.
Cost Code	The cost code with which this item is associated. This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features form. This column is available only if the identifier of a project is selected in the Project box in the Summary area of the form.
Line Nbr.	The line number of the item. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.

Recurrence Tab

On this tab, you can define the recurrence settings of the schedule rule.


Element	Description
Description	A brief description of the schedule.
Frequency	The frequency which defines how often the schedule recurs. The following options are available Daily: The schedule repeats every x day(s). Weekly: The schedule repeats every x week(s) on the specified day(s) of the week. Monthly: The schedule repeats every x month on the specified day of the month. Yearly: The schedule repeats every x year(s) on the specified day of the selected month(s).

Table 1. Season Settings SectionThis section is available only if the Enable Seasons in Schedule Contracts check box is selected on the Equipment Management Preferences (FS100300) form.
Element	Description
	For the Daily, Weekly, and Monthly frequency types, you use the check boxes to select the month or months when the schedule recurs: January, February, March, April, May, June, July, August, September, October, November, and December.

If you select *Daily* in the Frequency box, the following box appears to define the recurrence settings for the daily schedule.
Element	Description
Every x days	An integer that defines the time interval, in days, at which the schedule repeats.

If you select *Weekly* in the Frequency box, the following elements appear to define the recurrence settings for the weekly schedule.
Element	Description
Every x weeks	An integer that defines the number of weeks between each occurrence of the schedule.
Day of the Week	Check boxes used to select the day(s) of the week on which the schedule recurs: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

If you select *Monthly* in the Frequency box, the following elements appear to define the recurrence settings for the monthly schedule.
Element	Description
Every x months	An integer that defines the time interval in months when the schedule repeats.
First Recurrence	Defines the specific conditions for the initial occurrence of the schedule. The following options are available: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Second Recurrence	A check box that indicates (if selected) that the second recurrence is applied to the monthly schedule. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Third Recurrence	A check box that indicates (if selected) that the third recurrence is applied. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Fourth Recurrence	A check box that indicates (if selected) that the third recurrence is applied. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.

Table 2. Second Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the second recurrence settings of the monthly schedule.
Element	Description
Second Recurrence	A check box that indicates (if selected) that the second recurrence is applied to the monthly schedule.
Schedule On	The day when the schedule repeats. Select one of the following options: Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month

Table 3. Third Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the third recurrence settings of the monthly schedule.
Element	Description
Third Recurrence	A check box that indicates (if selected) that the third recurrence is applied.
Schedule On	The day when the schedule repeats. Select one of the following options: Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month

Table 4. Fourth Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the fourth recurrence settings of the monthly schedule.
Element	Description
Fourth Recurrence	A check box that indicates (if selected) that the fourth recurrence is applied to the monthly schedule.
Schedule On	The day when the schedule repeats. Select one of the following options: Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month

If you select *Yearly* in the Frequency box, the following elements appear to define the recurrence settings for the yearly schedule.
Element	Description
Every x year(s)	An integer that defines the number of years between each occurrence of the schedule.
Month of Year	Check boxes used to select the month or months in which the schedule recurs: January, February, March, April, May, June, July, August, September, October, November, and December.
Schedule On	The day when the schedule repeats. Select one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.

Attributes Tab

On this tab, you can view the list of attributes for the service contract schedule, specify the values of the attributes, and change these values, if necessary. When you select the service order type on the current form, this tab is populated with the list of attributes (and any default values) that have been defined for the selected service order type on the Attributes tab of the Service Order Types (FS202300) form.

For a service order or appointment generated according to this schedule, the listed attributes and their values on this tab will be copied to the Attributes tab of the Service Orders (FS300100) or Appointments (FS300200) form, respectively, when the service order or appointment is created.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Attribute	The description of the attribute.
Required	A read-only check box that indicates (if selected) that a value must be specified for the attribute. This setting is copied from the Attributes tab of the Service Order Types form for the selected service order type.
Value	The value of the attribute. If the system has inserted a default value for the attribute, you can overwrite it, if necessary. The default value is defined on the Attributes tab of the Service Order Types form for the selected service order type.

Forecast Tab

On this tab, you can view a forecast of the dates on which service orders or appointments will be generated based on the schedule—if the schedule is generated on the Generate Maintenance from Contract Schedules (FS500300) form.


Element	Description
From	The start date of the range for which you want to view the predicted document generation dates.
To	The end date of the range for which you want to view the predicted document generation dates.

Table 5. Table Toolbar
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Date	The specific date on which the documents will be generated in the system.
Day of Week	The day of the week when the documents will be generated in the system.
Week of Year	The number of the week in the calendar year when the documents will be generated.
Start Date of Week	The date of the Monday of the week when the documents will be generated in the system.