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Using Bill of Services

To use the Bill of Services feature:

Pages Used to Establish Bill of Services

Page Name

Definition Name

Navigation

Usage

Bill of Services

BOS_TBL1

select Activity Based Management, then select Setup, then select Bill of Services, then select Bill of Services

Establish the service, product, or both within Activity-Based Management.

BOS Description Long

BOS_TBL4S

Click the Information button on the Bill of Services page.

Enter a more detailed description of the bill of service you are adding.

Bill of Services - Service

BOS_TBL2

select Activity Based Management, then select Setup, then select Bill of Services, then select Bill of Services, then select Service

Set up the relationship between the Bill of Service and the cost objects.

Bill of Service Activities

BOS_TBL3

select Activity Based Management, then select Setup, then select Bill of Services, then select Bill of Services Activities

Define the unit quantity and adjusts the rates for the activities related to the Bill of Service cost objects.

Bill of Services Page

Use the Bill of Services page (BOS_TBL1) to establish the service, product, or both within Activity-Based Management.

Bill of Services - Service Page

Use the Bill of Services - Service page (BOS_TBL2) to set up the relationship between the Bill of Service and the cost objects.

Running the Activity-Based Management Engine

Run the Activity-Based Management engine.

This is important because the activity cost data it generates together with the activity volumes defined, enables the engine to calculate the activity rate for each activity performed. This enables you to associate the activities for a given service.

See Understanding Delivered Engines.

Adjusting Rates for Activities

To adjust rates for activities related to cost objects associated with a bill of service, as well as add additional activity such as unit quantity and rate:

  1. Access the Bill of Services Activities page for the bill of services ID you want to update or adjust.

  2. Specify the Activity ID you want to apply to this bill of services ID.

  3. Enter a Unit Quantity and Amount for this particular activity ID.

  4. Click the Insert Calc Table (insert calculation table) button to recalculate changes and view the results. The related activities, their quantities, and their calculated rates display.