Create Service Charge per Service Order Type

This document explains how you enter and/or create a service order charge per service order type.

Outcome

The specific service order type is connected to one or more service charges.

When the service order charge is created, the SO charge per SO type (SSTYCH) file is updated.

By connecting a charge directly to the service order type, the charge is automatically debited to the service order.

Before you start

A service order type must exist in 'Service Order Type. Open' (SOS010).

Follow These Steps

  1. Start 'Service Order Type. Connect Charge' (SOS013).

    This program is reached by selecting option 13 from 'Service Order Type. Open' (SOS010).

  2. Select F13 to go to the P panel.

  3. Select one of the following alternatives:

    • Create a new service order charge
    • Edit an existing service charge

Create a new service order charge

  1. Enter "A" in the 'Start panel' field.

  2. Press Enter to proceed to the A panel.

  3. Specify the service order type for the service order charge.

  4. Enter the name of the charge.

  5. Select "New" to proceed to the E panel.

  6. Enter whether the charge is to be internal in the 'Internal charge' field.

    An internal charge is added to the total order cost when the contribution margin is calculated.

    The customer is always invoiced for external charges while internal charges are not invoiced.

  7. Enter the charge amount in the Charge field.

    A charge can only be entered as an amount if the calculation method is 0 = fixed amount.

  8. Enter the currency for the service charge in the Currency field.

  9. Select the way a charge is calculated in the 'Calculation method' field.

  10. Enter the percentage factor of the charge in the 'Calculation factor' field.

  11. Select the VAT code that is to be added to the service charge.

  12. Enter when the charge is going to be invoiced in the 'Debit frequency' field.

    The valid alternatives are:

    0 = Calculate/invoice the charge for each delivery.

    1 = Calculate/invoice the charge the first time a delivery is made.

    9 = The charge is not used and will not be added to additional invoices.

  13. Enter the name by which the charge will be referred to on all external documents.

  14. Enter whether the charge is to be included in the sales statistics in the 'Included in cost total' fields 1-5.

    This is only valid for the internal charges.

  15. Enter whether the charge is to an accounting object in the 'User-defined accounting control object' field.

    This field is user-defined, meaning it can be used for whatever purpose the user specifies, but it is normally used as an accounting object. This means that the field can be verified and changed in 'User-defined TST Field 2. Open' (CRS355).

  16. Press Enter to save the charge and finish.

Edit an existing service charge

  1. Enter "B" in the 'Start panel' field.

  2. Select one of the following alternatives:

    • Select a service order type to edit an existing service order charge.
    • Select a service order type in the Charge field to connect a service order charge to a service order type.
  3. Check and if necessary change the information in the fields:

  4. Charge – the price of the service charge

    This field is used if the calculation method is 0 = amount.

    • Calculation factor – the percentage factor of the charge.

      This factor is multiplied with the base specified in the 'Calculation method' field.

    • Name – the name of the charge that is printed on all external documents.

Parameters to Set

Program ID/Panel Field The field indicates…
(SOS013/P) Opening panel

…whether the service order charge is to be entered from the list panel or created from the A panel.

The valid alternatives are:

A panel

B panel.

Panel A is used to enter or copy a new service order charge. Panel B is used to edit an existing service order.

(SOS013/A,B) Service order type …for which service order type the charge is going to be created.
(SOS013/A,B) Charge

…the identity of the service order charge.

Select among the existing charges if you want to:

Adjust a charge for an existing service order type

Enter an existing charge for a service order.

Enter a new charge identity if it is a new charge that is to be created.

(SOS013/E) Internal charge

…whether the charge is internal.

The valid alternatives are:

0 = No, the charge is external

1 = Yes, the charge is internal.

An internal charge is added to the total order cost when the contribution margin is calculated.

The customer is always invoiced for external charges while internal charges are not invoiced.

(SOS013/E ) Charge

…the charge amount.

This field is only used with the calculation method 0 = Amount.

If the calculation method is other than 0 = amount, this field remains empty and the charge is described as a factor in the 'Calculation method' and 'Calculation factor' fields below.

(SOS013/E ) Currency

…the abbreviation for the currency.

The abbreviation should follow ISO standards.

Example:

GBP = British pounds

USD = United States dollars

SEK = Swedish crowns.

Currencies are defined in (CRS055).

(SOS013/E ) Calculation method

…the calculation method, which controls how a charge is to be calculated or entered for a service order.

The valid alternatives are:

0 = Amount, no calculation is made

1 = Calculation factor multiplied by gross price

2 = Calculation factor multiplied by net price

3 = Calculation factor multiplied by gross weight

4 = Calculation factor multiplied by net weight

5 = Calculation factor multiplied by volume.

(SOS013/E ) Calculation factor

…the calculation factor that is used to calculate the charge amounts.

This field is used in combination with calculation method 1-5.

The charge is calculated by multiplying the calculation factor by the base that is selected in the 'Calculation method' field.

The calculation is made when the customer order is invoiced.

Example:

If an insurance charge should be calculated as 5 percent of the gross price for a certain delivery, enter 0.05 in the 'Calculation factor' field and "1" in the 'Calculation method' field.

(SOS013/E ) VAT code …how much VAT is to be added upon the charge.
(SOS013/E ) Debit frequency

…when the charge is to be invoiced.

The valid alternatives are:

0 = Calculate/invoice the charge for each delivery, based on the delivery's total value.

1 = Calculate/invoice the charge the first time a delivery is made. The charge should be based on the value of the entire order.

9 = The charge is not to be used for additional invoices

Status 9 is set automatically if the SO has been final invoiced.

(SOS013/E ) Name

…the name of a charge.

This name is printed on all external documents.

(SOS013/E ) Included in cost total 1-5

…whether the charge is to be included in the sales statistics.

The valid alternatives are:

0 = No, the charge/cost is not included in the cost total.

1 = Yes, The charge/cost is included in the cost total.

Only internal charges can be included in the sales statistics.

(SOS013/E ) Accounting control object

…a user-defined field often used as an accounting object.

This field can be verified and changed in (CRS355).

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