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. 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.
- Click on New in the menu bar to set up a new service order type.
- Enter the following information:
| Column | Description |
|---|---|
| Code | Enter a code for the service order type you would like to set up. |
| Description | Enter a code for the service order type you would like to set up. |
| Purchase | Activate the Purchase checkbox for the service order type so that it can be used in purchase documents. |
| Trade-In | Activate the Trade In checkbox 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 checkbox for the service order type so that it can be used in sales documents. |
| Service | Activate the Service checkbox for the service order type so that it can be used in service documents. |
| Rental | Activate the Rent checkbox 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 checkbox has been activated. |
| Skip Printing | Activate this checkbox to be able to skip the printing process in rent documents for this service order type. |
| Skip in Batch Invoicing | Activate the checkbox Skip in Batch Invoicing for the service order type if this function should always be automatically activated in the document when selecting the corresponding service order type. |
| Skip Holidays | Activate this toggle switch for the service order type if this function should be automatically enabled in the document whenever the corresponding service order type is selected. You can also activate this function on the Customer Card. The setting made on the customer card always takes precedence over the setting specified here. |
| Reserve | In this field, choose whether items should be reserved automatically when the selected service order type is used in service or sales documents. The chosen setting is transferred to the Reserve field in the document header and updates automatically if the service order type is later changed. However, please note that the reservation setting on the item card always takes priority if the service order type is set to Optional. If Never is selected for the service order type, the reservation setting on the item card only takes precedence if it is set to Always. Conversely, if the service order type is set to Always, the reservation setting on the item card only takes precedence if it is set to Never. |
| Transport | Activate the Transport checkbox for the service order type so that it can be used in transport orders. |
| Warranty | Activate the Warranty checkbox 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 checkbox for the service order type so that it can be used in internal invoicing documents. For more information on internal invoicing, see the Setting up Internal Invoicing chapter. |
| Capitalized Service | Activate the Capitalized Service checkbox for the service order type so that it can be used in capitalized service documents. |
| 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. For more information of internal invoicing, click here. |
| Gen. Business Posting Group | Here, you can specify the gen. business posting group for the service order type. |
| VAT Business Posting Group | Here, you can specify the VAT business posting group for the service order type. |
| VAT Prod. Posting Group | Here, you can specify the VAT prod. posting group for the service order type. |
| Debited Cost Center | Activate this checkbox if the costs for this service order type should be debited to a different cost center. If you activate this checkbox, the field Debited Cost Center becomes visible in documents. For more information on setting up the debited cost center, click here. |
| Commission Calculation | Here, you can enter which commission calculation method should be used for documents with this service order type. |
| Agency Business | Activate the Agency Business checkbox for the service order type so that it can be used in agency business contracts. Click here for more information on processing agency businesses. |
| Agency Service | Activate the Agency Service checkbox for the service order type so that it can be used in agency service documents. |
| Differential Taxation | Activate this checkbox 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 checkbox will be activated by the system when you activate the differential taxation checkbox. For more information, see Differential Taxation. |
| Signature Requirement | Here, you can enter a signature requirement. |
| Shipment Delay | Here, you can enter a shipment delay value. For more information on shipment delays click here. |
You have successfully set up the service order type. You can now use the service order type in the respective document. 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.