To Create a Route Service

Route services are services that performed during a route, which could include just the pickup and delivery services and could include more extensive services. You create a service on the Non-Stock Items (IN202000) form.

Before You Proceed

Before you start creating route services, make sure that the necessary route service classes have been created on the Item Classes (IN201000) form, as described in To Create a Route Service Class.

To Create a Route Service

1. Open the Services (FS400800) form.
2. Click Add New Record on the form toolbar.
3. In the Enter Keys dialog box, which opens, in the Value column, type the identifier to be used for the route service, and click Finish. The Non-Stock Items (IN202000) opens.
4. Optional: In the Description box, enter a brief description of the service.
5. On the General tab, perform the following instructions:
   1. In the Item Class box of the Item Defaults section, select the route service class (an item class that has been defined for non-stock items that are route services) the service belongs to.
      Note: After you select the route service class, the default billing rule on the Service Management tab and the units of measure on the General tab are filled in automatically with the service class settings. If the posting class, tax category, and price class have been specified for the selected service class, they are also automatically assigned to the service.
      Note: The Route Service check box is automatically selected on the Service Management tab indicating that this service is a route service.
   2. Check the Posting Class box, and change the value if necessary.
      Note: The GL Accounts tab is filled in automatically based on the settings of the selected posting class. These settings can be overridden.
   3. Check the Tax Category box; change the value if necessary.
   4. Optional: Check the Default Warehouse box, and change the value if necessary.
   5. Check the Units of Measure section, and change the values if necessary.
6. Optional: On the Price/Cost tab, do the following:
   • Check the Price Class box, and change the value if necessary.
   • In the Default Price box, specify the default price for the base unit if necessary.
7. On the Service Management tab, do the following:
   • In the Estimated Duration box, specify the estimated time needed to perform the service.
   • Check the Default Billing Rule box, and change the value if necessary.
   • Optional: To display a pop-up note when the service is selected, select the Pop Up Service's Note When Selecting the Service check box.
8. Optional: On the Service Skills tab, specify any driving skills needed to perform a service, as described in To Create Driving Skills.
9. Optional: If any stock items will be picked up or delivered during this route service, on the Pickup/Delivery Item tab, add the stock items as follows:
   1. In the Pickup/Delivery Items box, do one of the following:
      • If the stock item or items will be picked up, select Items Will Be Picked Up.
      • If the stock item or items will be delivered, select Items Will Be Delivered.
   2. For each stock item you want to add to the list, click Add Row, and select the identifier of the stock item in the Pickup/Delivery Item ID column.
10. Click Save.