Creating Service Items: Implementation Activity

The following implementation activity will walk you through the process of creating a new service item.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company wants to create a landing page (a website) that will advert its products and services on the Internet. The company also wants the website to be visible in the search results of all popular search engines so that the customers could find it easily. To achieve these goals, the company addresses the Blueline advertising agency. The agency will create the website and promote it in the search engines.

Acting as a SweetLife sales and purchasing manager, you need to create the new service item for creation and promotion of the website and specify the needed settings for it.

Process Overview

In this activity, you will create a service item on the Non-Stock Items (IN202000) form, specify the needed settings and save the service item.

System Preparation

To prepare the system, launch the MYOB Advanced website with the U100 dataset preloaded and sign in to the system as a sales and purchasing manager by using the wiley username and 123 password.

Creating a Service Item

To create a service item, do the following:

  1. On the Non-Stock Items (IN202000) form, add a new record.
  2. In the Summary area, specify the following settings:
    • Inventory ID: WEBSITESEO
    • Description: Creation and promotion of a website
  3. On the General tab, specify the following settings for the item:
    • Type: Service
    • Posting Class: NONSTOCK - Non-Stock Items
    • Tax Category: EXEMPT
    • Require Receipt: Cleared

      You clear this check box because you do not want to record the receipt of this service item.

    • Require Shipment: Cleared

      You clear this check box because the company does not ship this item.

    • Close PO Line: By Amount

      With this option selected, a purchase order line for this item is completed and closed based on the line amount when the bill is released. You select this option because you pay a certain amount on a regular basis.

  4. In the Unit of Measure section of the General tab, specify the following settings:
    • Base Unit: HOUR
    • Sales Unit: HOUR
    • Purchase Unit: HOUR
  5. On the GL Accounts tab, in the Expense Account box, select the 60000 - Purchase Expense account.
  6. On the form toolbar, click Save.

You have successfully created the service item that you can use in payments for the creation and promotion of your website on the Internet.