Service Contract Schedules

Form ID: (FS305100)

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

Note: This form 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 from Service Contracts (FS500300) form, where you can generate service orders or appointments according to 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 contract that is related to the service contract schedule.
Schedule ID	The identifier of the contract schedule, which the system generates 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 in the system, and service orders or appointments can be generated.
Customer	The unique identifier of the customer that has ordered services.
Location	The unique identifier of the customer location for which you want to create the schedule. The system fills this box in based on the customer location specified for the related contract on the Service Contracts (FS305700) form.
Customer Contract Nbr.	The reference number of the service contract for the particular customer.
Project	Read-only. The project to which this service contract schedule is related. The system fills in this box with the value specified in the Project box of the Service Contracts form for the related service contract. This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features form.
Service Order Type	The type of service orders involved in the contract.
Schedule Generation Type	The type of the documents generated for the schedule. The options are Service Orders and Appointments. The system fills in the box with the value specified for the related service contract in the Schedule Generation Type box on the Summary tab of the Generate from Service Contracts (FS500300) form.
Schedule Start Time	The time when the generated appointments are scheduled to start. This time is set in the Scheduled Start Time box of the Appointments (FS300200) form for each generated appointment. By default, the current business hour is set. 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 items of the Service type specified in the Estimated Duration column 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.
Start Date	The date from which the schedule is generated. By default, the current date is selected.
Expiration Date	The end date of the range when the schedule is generated.
Next Execution Date	Read-only. The date when the document generated for the schedule should be executed next.
Last Generated	Read-only. The date when the last document was generated.

Table 1. Additional Settings SectionIn this section, you specify the vendor that performs services for the generated service orders or appointments by default.
Element	Description
Vendor	The identifier of the vendor that handles service orders or appointments. 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.

Details Tab

On this tab, you can enter any services, non-stock items, and stock items involved in the service contract schedule. When you add a row and select the line type and inventory ID, the system fills in the Transaction Descriptioncolumn with the description of the item.

Note: For it to be possible for you to specify the stock items involved in the schedule, the appropriate posting settings must be specified for the service order type associated with the schedule. That is, on the General tab (Billing Settings section) of the Service Order Types (FS202300) form, in the Generated Billing Documents box, the Sales Orders, SO Invoices, or None option should be selected.

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 the line involved in the service contract. Depending on the type you select, other columns on this tab may or may not be available. The line type is one of the following options: Service (default): The line is a service—that is, a non-stock item with the Service type defined on the Non-Stock Items (IN202000) form. Non-Stock Item: The line is a non-stock item with a type of Non-Stock Item, Labor, Charge, or Expense defined on the Non-Stock Items form. Inventory Item: The line is a stock item of any type defined on the Stock Items (IN202500) form. Comment: The line is a comment. You can use this type to indicate to the staff member a remark about the service. You type the comment in the Description column. Instruction: The line is an instruction. You can use this type to indicate to the staff member an instruction about the service. You type the instruction in the Description column. Service Template: The line is a service template. You can use this type to assign to the service order a set of services associated with the template. You can create a service template on the Service Templates (FS204900) form.
Inventory ID	The identifier of the item if 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, with the specific time used depending on the option button selected under Run Billing From on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer: Appointments (that is, the billing cycle is defined to generate billing documents from appointments): The time that was spent delivering the service. Service Orders (that is, the billing cycle is defined to generate billing documents from service orders): The time that was estimated to be spent on delivering the service. In both of these cases, the price of the service is defined per unit of time. Flat Rate: The item is billed 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. This column is available for editing if Service Template is selected in the Line Type column.
Estimated Duration	The total estimated time that the item is expected to last. This column is available only for the lines of the Service or Non-Stock Item type.
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.
Equipment Action	The equipment-related action that is performed by a staff member (or multiple staff members). 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 form. This column is available for editing if Inventory Item is selected in the Line Type column.
Target Equipment ID	The identifier of the target equipment for which the item is provided.
Component ID	The component of the target equipment whose identifier is selected in the Target Equipment ID column for which the item is provided.
Component Line Nbr.	The line reference number of the component of the target equipment selected in the Equipment ID column for which the item is provided. 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 to which this line item is related. 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 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. This column is hidden by default. For details on how to display a column, see To Hide or Display Table Columns.

Recurrence Tab

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

Table 2. Frequency Settings Section
Element	Description
Frequency Settings	The frequency at which the schedule should occur. Select one of the following option buttons: Daily: The schedule type recurs daily or every x days. Weekly: The schedule type recurs weekly or every x weeks. Monthly: The schedule type recurs monthly or every x months. Yearly: The schedule type recurs yearly or every x years. Select the frequency type, and enter the settings specific to the type in the corresponding section on this tab (described below).

Table 3. 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.

Table 4. Daily SectionThis section is available if the frequency setting is set to Daily. In this section, you define the recurrence settings of a daily schedule.
Element	Description
Every x Days	An integer that specifies the time interval in days when the schedule recurs. For example, 1 means every day and 2 means every other day, starting on the Start Date.

Table 5. Weekly SectionThis section is available if the frequency setting is set to Weekly. In this section, you define the recurrence settings of a weekly schedule.
Element	Description
Every x Weeks	An integer that specifies the time interval in weeks when the schedule recurs. For this frequency type, enter an integer and use the following check boxes to select the day of the week when the schedule recurs: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

Table 6. Monthly SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the first recurrence settings of the monthly schedule.
Element	Description
Every x Months	An integer that specifies the time interval in months when the schedule recurs. For this frequency type, you should enter an integer and select one of the option buttons below this box.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular weekday of the month specified in the related box.

Table 7. 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
Monthly 2 Selected	A check box that indicates (if selected) that the second settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 8. 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
Monthly 3 Selected	A check box that indicates (if selected) that the third settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 9. 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
Monthly 4 Selected	A check box that indicates (if selected) that the fourth settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 10. Yearly Section This section is available if the frequency setting is set to Annual. In this section, you define the recurrence settings of a yearly schedule.
Element	Description
Every x Years	An integer that specifies the time interval in years when the schedule recurs. For this frequency type, you enter an integer and 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.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

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 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 prediction of the days when the service orders or appointment will be created in the system according the schedule if you generate the schedule on the Generate from Service Contracts (FS500300) form.


Element	Description
From	The start date of the date range for which you want to view the days when the documents will be generated according to the schedule.
To	The end date of the date range for which you want to view the days when the documents will be generated according to the schedule.

Table 11. Table Toolbar
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Date	The date when 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 year when the documents will be generated in the system.
Start Date of Week	The date of the Monday of the week when the documents will be generated in the system.