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For example, a company has current service programs on six anneal ovens used to set the paint of fabricated aluminum machined parts. The ovens are old and take a long time to heat. New ovens would cut the heating time in half and increase production. Terminate service is used to end the current service programs on the old ovens as the new ones are installed.

When you terminate a service program, Oracle Service automatically uses the Receivables Interface to account for credit against the terminated service for invoiced transactions. Afterwards, run the AutoInvoice program to generate credit memos.

While interfacing with Oracle Receivables to raise credit memos, Oracle Service uses the following rules. If the accounting rule for the original invoice for the service is IMMEDIATE, then the credit method for crediting the transaction is NULL and the invoicing rule is NULL. If the accounting rule is not IMMEDIATE, then the credit method for crediting the transaction is UNIT and the invoicing rule is the rule from the original sales order for the service being terminated.

Note: Credit memos will be generated only for service programs that have been invoiced. The Terminate Service program skips all uninvoiced services.

See Also

   To terminate service programs:

1. Navigate to the Terminate Service window.

The Terminate Service: Find Customer Products window appears.

2. Enter or choose information from one of the available fields to find the record to terminate.

You can narrow your search by entering data pertinent to your customer for example, choose a Customer, Product, Serial, Revision, or Service. A configuration of this nature reduces the number of records that are displayed.

3. Choose Find.

The Terminate Service:Serviced Customer Products window appears.

4. Choose Terminate Date to enter the default date of termination; it can be changed if necessary. The form displays the system date as the default.

Note: If you are terminating a service that has a future start date, the Terminate Date must fall between the start and end dates of the future service.

5. Choose a service to terminate.

6. Choose Effective Date to enter the date termination is effective, or accept the default termination date (system date).

7. Optionally, adjust either the Credit Amount or the Credit Percentage.

Note: If you do not want to credit your customer, enter $0 in the Credit Amount field.

When you set either a new credit amount or credit percentage, the other field automatically reflects the change. For example, if you terminate a service with a future start date that has a value of $100.00, you see a credit amount of $100.00 and a percentage of 100%. If you change the monetary credit to any lesser amount, the percentage automatically changes to reflect the monetary change, or vice versa.

8. Choose a Reason for service termination.

A Terminate Reason is the brief code explaining the need to terminate the service program.

9. Choose Terminate to end the customer product service and save your work.

Note: After choosing Terminate, you are warned that the transaction is irreversible, and are asked to confirm your choice to terminate.

10. Optionally choose the Transactions button to view the customer product service transaction history.

Note: You must run the Service Termination and Auto Invoice programs to raise a credit memo in Oracle Receivables. If the original sales order for the service has not been invoiced, the Service Termination program does not process your transaction.