Capitalized Service

In TRASER DMS 365, you have the option to post capitalized services. This includes in-house work that your company does itself, as well as machines that are transferred to your fixed assets. Even if these services or machines are not sold to third parties, they still create measurable value for your company and represent a kind of fictitious income. This chapter provides all relevant information on posting capitalized services and is divided into the following sections:

• Setting up Capitalized Service in Service Management Setup
• Setting up Service Order Types for Capitalized Service
• Using Capitalized Service in Service Orders

Setting up Capitalized Service in Service Management Setup

To ensure that capitalized service is posted to the correct journal when service orders are posted, and that the correct calculation bases for items and resources are used, it is essential to make the correct settings during service management setup. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Management Setup page.
• Navigate to the TRASER FastTab.
• Fill in the fields in the Capitalized Service FastTab:

You have successfully set up the calculation bases and postings of capitalized services. You can find more information on the service management setup here.

Setting up Service Order Types for Capitalized Service

To use the capitalized service functionality, it must be activated for a service order type. Once this service order type is selected in a service order, you can specify in the worksheet lines that a capitalized service shall be posted. Please proceed as follows to set up the service order type for a capitalized service:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• Create a new service order type or carry out the following step for an already existing service order type.
• In the Capitalized Service column, select the checkbox for the service order type.

You have successfully set up that a capitalized service can be posted when using this service order type in service orders. For more information on this, go to Setting Up Service Order Types.

Using Capitalized Service in Service Orders

Proceed as follows to use capitalized services in a service order:

• Use the quick search (ALT+Q) to find the Service Orders page.
• Create a new service order or open an existing service order. You’ll find more information on creating service orders under Service Orders.
• In the General FastTab in the Service Order Type field, enter the service order type for which you have selected the Capitalized Service checkbox. You’ll find more information on this in the Setting up Service Order Types for Capitalized Service section.
• In the Lines FastTab, select an existing service line or create a new line.
• Under Lines, select Line > Worksheet from the menu bar.
• In the worksheet, navigate to the Lines FastTab. You can add items or resources that shall be posted with a capitalized service to the lines.
• To do so, select either Resource or Item in the Type column.
• Then, enter the corresponding item or resource number in the No. column.
• In the Line Action column, you can then specify that a capitalized service shall be applied. To do so, select the Capitalized Service value.

• Once you made all settings and added lines to the worksheet, you can post the service order. To do so, proceed as described under Posting Service Orders.

You have successfully used a capitalized service in a service order. Once the service order is posted, the activated service order will be posted to the correct journal.