Setting Up Service Order Types
On the Service Order Type page you can set up various functions. For example, you can select whether certain service order types should only be available for certain areas or whether some booking groups should be assigned to certain service order types by default. The booking groups will then be added automatically when you open a posted document and don’t have to be added manually each time you create a new document.
You can assign and set the following service order types:
- Purchase
- Trade-In
- Sales
- Service
- Rental – only if Rental has been installed
- Rental Subtype – only if Rental has been installed
- Skip Printing
- Warranty
- Internal Invoicing
- Calculation Entry Type
In addition, you can also set up internal invoicing or determine whether another cost center should be debited in documents.
Note
Service order types can only be modified when no document is being processed. For example, if you have assigned a certain service order type to a sales invoice you have to post the document before you can modify the service order type.
Setting Up Service Order Type
This section describes how to set up a service order type.
To set up a service order type, proceed as follows:
- Use the quick search (ALT+Q) to find the page Service Order Types.
- The page Service Order Types is displayed. The table shows all service order types saved in the system.
Activate the check boxes or choose the options for the following columns:
| Column | Description |
|---|---|
| Purchasing | Activate the Purchase check box for the service order type so that it can be used in purchase documents. |
| Trade-In | Activate the Trade In check box for the service order type so that it can be used in trade-in documents. You will find more information on the Trade-In Setup in the chapter Trade-In. |
| Sales | Activate the Sales check box for the service order type so that it can be used in sales documents. |
| Service | Activate the Service check box for the service order type so that it can be used in service documents. |
| Rental | Activate the Rent check box for the service order type so that it can be used in rent documents. You can find more information about this in the Rent Service Order Types chapter. |
| Rent Subtype | Here you can select whether the contract is a regular rent contract or a rent with sales option contract. This option can only be selected for service order types where the Rent check box has been activated. |
| Skip Printing | Activate this check box to be able to skip the Printing Process in rent documents for this service order type. |
| Warranty | Activate the Warranty check box for the service order type so that it can be used in warranty documents. |
| Default Work Type Code | Here you can enter a default work type code for the service order type. |
| Internal Invoicing | Activate the Internal Invoicing check box for the service order type so that it can be used internal invoicing documents. For more information on internal invoicing, see the Setting up Internal Invoicing chapter. . |
| Calculation Entry Type | Here you can enter the calculation entry type. The options you can select here are predefined by the system and cannot be changed or modified. |
| Color | Here, you can define a color for the service order type. You can use the #XXXXXX or #XXX format. You can also use the color picker on the right-hand side of the page. The color can be used to label the service order type for the assembler on printouts. |
| Bill-to Customer No. | Here, you can enter the default customer for internal invoicing for this service order type. |
| Internal Cost Account | Here, you can enter an internal account for the cost allocation for this service order type. |
| Debited Cost Center | Activate this check box if the costs for this service order type should be debited to a different cost center. If you activate this check box, the field Debited Cost Center becomes visible in documents. |
| Commission Calculation | Here, you can enter which commission calculation method should be used for documents with this service order type. |
| Differential Taxation | Activate this check box if you want the field Differential Taxation to be visible on documents with this order type. For more information, see Differential Taxation. |
| Price includes VAT | This check box will be activated by the system when you activate the differential taxation check box. For more information, see Differential Taxation. |
| Shipment Delay | Here, you can enter a shipment delay value. |
You have successfully set up the service order type.
Service Order Types in Documents
You can now use the service order type in the respective document:
Note
If you cannot find a certain order type the reason for this might be that you did noit assign the order type to this area. If you want to use the service order type for the document, you have to specify this on the Service Order Type page.
Setting up default posting groups for service order types
You can assign a posting group to the service order types. You can assign the following posting groups:
| Column | Description |
|---|---|
| Gen. Business Posting Group | Specify the gen. business posting group in this column. |
| VAT Business Posting Group | Specify the VAT business posting group in this column. |
| VAT Prod. Posting Group | Specify the VAT prod. posting group in this column. |
You have successfully set up the posting groups. If the service order type is used in a document, the booking groups of the document will be updated automatically.
Enabling Debited Cost Center for Service Order Type
To set up the Debited Cost Center please read Set up Debited Cost Center.
Defining an expense allocation account for internal invoicing
To set up internal invoicing please read Set up Internal Invoicing.