Setting Up Customer Service Line Types

Access the Line Type Constants Revisions form.

G/L Offset (general ledger offset)

Enter a value from UDC 41/9 (G/L Posting Category) that identifies the GL offset that the system uses when it searches for the account to which it posts the transaction. If you do not want to specify a class code, enter **** (four asterisks) in this field. The G/L Offset field is required, but the Service Management system does not use the value entered.

You can use automatic accounting instructions (AAIs) to predefine classes of automatic offset accounts for the Inventory Management, Procurement, and Sales Order Management systems. You might assign these GL class codes:

IN20 Direct Ship Orders

IN60 Transfer Orders

IN80 Stock Sales

The system can generate accounting entries based upon a single transaction. For example, a single sale of a stock item can trigger the generation of accounting entries similar to these:

Sales-Stock (Debit) xxxxx.xx

AR Stock Sales (Credit) xxxxx.xx

Posting Category: IN80

Stock Inventory (Debit) xxxxx.xx

Stock COGS (Credit) xxxxx.xx

The system uses the class code and the document type to find the AAI.

S/WM Interface

Enter a code that indicates whether this order line appears on the second document in a series of four documents that relate to this order to indicate that this line type interfaces with the Service Management system. For example, it might be necessary to include receiving information in a purchase order that provides instructions about the desired disposition of goods. Although this information is vital to the proper handling of the order, it should not appear on the purchase order that is delivered to the supplier.

Access the S/WM Line Type Constants Revisions form.

Select the Contracts tab.

Require Active Contract

Indicates that the piece of equipment is required to have an active contract on it before a new contract can be added.

Allow User To Modify Start Date and Allow User To Modify End Date

Indicates that the contract detail line Start Date or the contract detail line End Date can be modified once it has been entered.

Allow User To Modify Duration

Indicates that the contract detail line Billable and Non-Billable Duration can be modified once it has been entered.

Allow Entitlement

Enter a code that specifies whether to use a line type in entitlement checking.

Start Date Default

Enter a hard-coded value from UDC 17/L1 (Contract Line Start Date) that indicates from where the system retrieves the default value for the Contract Line Start Date field. Values are:

1: Last contracted end date (for equipment) + 1.

The system finds the newest contract for this piece of equipment, and adds one day to the detail end date to calculate the new start date. If the system does not find a contract for the piece of equipment (serial, unit) number, the system produces an error if the user cannot modify the start date.

2: Contract header start date.

The system enters the contract header start date as the default value.

3: Base Warranty Start Date

The system enters the detail start date from the first active base warranty (line type) contract for this equipment as the default value. If the system does not find an active base warranty contract for the piece of equipment (serial, unit) number, the system produces an error if the user cannot modify the start date.

4: System date.

The system enters the system date as the default value.

5: None.

The system does not enter a default value. The user is required to enter the detail start date.

End Date Default

Enter a hard-coded value from UDC 17/L2 (Contract Line End Date) that indicates from where the system retrieves the default value for the Contract Line End Date field.

Values are:

1: (Contract Line Start Date field value) + (total duration [billable + nonbillable duration]).

Add the value from the Contract Line Start Date field to billable and nonbillable duration.

2: Contract header end date.

The system enters the contract header end date as the default value.

3: Base Warranty End Date.

The system enters the detail end date from the most recent active base warranty (line type) contract for this equipment as the default value. If the system does not find an active base warranty contract for the piece of equipment (serial, unit) number, the system produces an error if the user cannot modify the end date.

4: System date.

The system enters the system date as the default value.

5: None.

The system does not enter a default value. The user is required to enter the detail end date.

Responsible Business Unit

If you have set up the system constants for contracts to retrieve the Responsible Business Unit based on Line Type, then complete this field.