Common Fields Used in This Chapter

Cost Type

Enter a code that specifies each element of cost for an item. The system retrieves this value and includes it in the parts list on a service order and also uses it with costing. Examples are:

A1: Purchased raw material.

B1: Direct labor detail roll-up.

B2: Setup labor detail roll-up.

C1: Variable burden detail roll-up.

C2: Fixed burden detail roll-up.

Dx: Outside operation detail roll-up.

Xx: Extra add-ons, such as electricity and water.

The optional add-on computations usually operate with the type Xx extra add-ons. This cost structure enables you to use an unlimited number of cost components to calculate alternative cost rollups. The system then associates these cost components with one of six user-defined summary cost buckets.

Create Equipment Master Record

Select to specify whether the system creates an equipment record for an item when you run the Equipment Master Update program (R17024). The system creates only the equipment record during the update if you activate this option for the item.

Daylight Savings Rule

Enter a unique name identifying a daylight savings rule. Use daylight savings rules to adjust time for a geographic and political locale.

This field applies to the time zone of the customer, service provider, or supplier.

Default Service Provider

Enter the address book number of the service provider.

The system retrieves this information when you enter a work order for this customer.

Flat Rate

Enter a code that specifies whether this type of service should be priced based on a flat rate or based on actual time and materials. Values are:

F: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Blank: A blank value is valid only when you are defining the method of pricing for a service provider. The system uses the blank value to indicate that the service provider is an internal service provider and should not be paid.

Geographic Region

Enter the geographic region of the customer.

The system retrieves this information when you enter a case for this customer.

Responsible BU for Service (responsible business unit for service)

Identifies a separate entity within a business for which you want to track costs, for example, a warehouse location, job, project, work center, or branch/plant. The business unit field is alphanumeric.

You can assign a business unit to a voucher, invoice, fixed asset, and so forth for responsibility reporting. The system provides reports of open accounts payable and accounts receivable by business unit, for example, to track equipment by responsible department.

Business unit security can prevent you from inquiring on business units for which you have no authority.

Repairable

Enter an option that specifies whether an item is repairable.

When you select the Repairable option, the system sends the item to a repairable warehouse if a returned material authorization (RMA) is issued. If the repairable option is cleared and the item is returned, the item is sent to a scrap warehouse.

Subsidiary or Sub

Enter the subsidiary account, which is a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Note: If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because if you enter 456, the system enters three blank spaces to fill a six-digit object.

The system retrieves the GL account number for time entry purposes when you enter time for a case.

Time and Materials

Enter a code that specifies whether this type of service should be priced based on a flat rate or based on actual time and materials. Values are:

F: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Blank: A blank value is only valid when you are defining the method of pricing for a service provider. The system uses a blank value to indicate that the service provider is an internal service provider and should not be paid.

Work Order Service Type

Enter a value from UDC 00/TY (Work Order/ECO Type) that specifies the classification of a work order or engineering change order.

The system retrieves this information when you enter a work order for this customer.

You can use work order type as a selection criterion for work order approvals.