Any services previously selected to be charged on this document
are displayed.
These can be modified as required and additional services can be
charged.
Some service charges can be setup to bill automatically such as
Re-stocking Fees, EPA fees, and product or Group related charges.
These services can be a flat rate or can be based on a percent of
the amount charged for the associated product.
Charges for the auto-added services can be adjusted on the contract
in the Auto Service Code Override
window.
Refer to Services for more details on this
feature.
When a new document is being created, a flag in the Company Contract Parameters controls the default of how the list of services is displayed.
If this option is not activated, then each service to be included, must be selected from the look-up window and added manually.
Note: If any services have already been automatically added to the document, such as special charges associated with a rental or sales product as defined by the Group or Product Class, then they will always be displayed and additional services must be added manually.
'Yes' is displayed if this is an auto-added service or a
service associated with a product or Group.
These auto-added services can be billed as a flat rate or can be
based on a percent of the amount charged for the product.
Refer to Services for more details on this
feature.
The Auto Service Code Override window on this field provides the ability to modify the auto-added Service calculation on this document.
'Override' is displayed if this is an auto-added service and the service rate has been changed on this Contract in the Auto Service Code Override window.
This field is not active for services that are not billed per
unit.
When a service does not 'prompt for a quantity', the quantity field
is left blank on the printed form including invoices, contracts,
reservations, quotes and Work Orders.
A window is provided in Change mode to view any P.O. links to order this service, as outlined in Contract/Purchase Order Link Overview.
Note: To create a P.O. for a Service on the Contract, the service must be added to the Contract manually, and not just selected from the List Contract Services checkbox screen configured in the Company Contract Parameters.
Click CANCEL to close this window if a P.O. should not be created to order this product or service at this time, or enter the P.O. information as outlined in Purchase Order Information.
Refer to Contract/Purchase Order Link Overview for details on this feature.
Update Zero Quantity Service Action:
If there are any services on this contract with a zero quantity on
exiting the Services window a prompt is triggered to alert the
operator and to provide the option to update the billing quantity
to one and to re-open the Service details.
Over-ride Security:
If a service is changed or deleted from a document a reason code
may be required as outlined in Prompt for
Reason Code controlled by the SS types defined in Override Type Permissions.
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