Setting Up Service and Warranty Detail Groups

Access the S/WM Order Detail Price Group Definition form.

Price Group

Enter a numerical value that specifies the sequence of category codes within Group Codes. The value must be equal to or between 1 and 4, and you cannot slip sequence values. For example, do not enter sequence 3 unless you have already entered sequence numbers 1 and 2.

Line Type

Enter a code that controls how the system processes lines on a transaction. The line type controls the systems with which the transaction interfaces, such as General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management. It also specifies the conditions under which a line prints on reports, and it is included in calculations. Codes include:

S: Stock item

J: Job cost

N: Nonstock item

F: Freight

T: Text information

M: Miscellaneous charges and credits

W: Work order

Contract Bill Duration

Enter the billing duration associated with a contract.

Billing Frequency Code

Enter a code that specifies when (how often) to generate billing records. The code that you enter must exist in the Billing Frequency Master table (F15019).

Billing In Advance/Arrears

Enter a code to determine how a contract should be billed.

Contract Non-Bill Duration

Enter the duration associated with a contract.

Contract Total Duration

Enter the duration of sale or contract promotion.

Contract Cat Code 01

Enter up to 10 reporting codes that you can assign to a service contract detail line. Use these codes to identify contract lines for reports. Category codes are UDCs 17/D1 through 17/D0.

Cost Code

Enter a code that designates each element of cost for an item. Examples of the cost object types are:

A1: Purchased raw material.

B1: Direct labor routing rollup.

B2: Setup labor routing rollup.

C1: Variable burden routing rollup.

C2: Fixed burden routing rollup.

Dx: Outside operation routing rollup.

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.

Pricing Method

Enter a code used to determine if this type of service should be priced based on a flat rate or based on actual Time and Materials. Values are:

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

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

Blank: None. A blank value is only valid when defining the Method of Pricing for a service provider. It is used to indicate that the service provider is an internal service provider and should not be paid.

Type of Service

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

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