To Create a Route Service Class

A route service class is an item class that defines default settings for services that are performed during route executions. You create a route service class for routes on the Item Classes (IN201000) form. You open this form as described in the following procedure, or navigate directly to this form.

Before You Proceed

Before you start creating service classes, make sure that the necessary units of measure for route services have been created on the Units of Measure (CS203100) form. If you want to specify different values for the unit conversions, make sure that the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.

To Create a Route Service Class

  1. Open the Item Classes (IN201000) form.
    Note: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.
  2. Click 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 this route service class, and click Finish. The Item Classes (IN201000) form opens.
  4. Optional: In the Description box, enter a brief description of the route service class.
  5. On the General tab, in the General Settings section, perform the following instructions:
    • Make sure the Stock Item check box is cleared.

      This defines the item class as being for non-stock items.

    • Make sure that Service is selected in the Item Type box.

      Services (specifically route services) are the type of non-stock items this item class will contain.

    • Optional: In the Tax Category box, select the tax category to be assigned by default to new services of this class.
    • Optional: In the Posting Class box, select the posting class to be assigned by default to new services of this class.
    • Optional: In the Lot/Serial Class box, select the lot/serial class you want to be used for services of this class.
    • Optional: In the Price Class box, select the price class to be assigned to new items of this service class.
    • Optional: In the Default Warehouse box, select the warehouse that is used for receiving and issuing the items of this service class (that is, inventory items that are involved in route services). The selected warehouse will be assigned to new items (services) of this service class by default.
  6. In the Unit of Measure section, do the following:
    • In the Base Unit box, select the unit of measure to be used as the default base unit for services of the service class.
    • In the Sales Unit box, select the unit of measure to be used as the default sales unit for services of the service class.
    • In the Purchase Unit box, select the unit of measure to be used as the default purchase unit for services of the service class.
  7. On the Service Management tab, in the Default Billing Rule box, do one of the following to select the default billing option for the services of this class:
    • If you want to bill the services based on the time spent on the service, select Time.
    • If you want to bill the services at a fixed rate, regardless of the time spent on the service, select Flat Rate.
    • If you do not want to bill the services, select None.
  8. In the Route Management area, select the Route Service Class check box.
  9. Click Save.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Notes about the General tab:

  • The Lot/Serial Class box, is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
  • The Default Warehouse box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

If the Multiple Units of Measure feature is disabled on the Enable/Disable Features form, if a unit of measure is selected for any of these three boxes, it will be automatically selected for the rest of the boxes.