Setting Up Service Order Types

SRO Type and Description

Specify the service order type and description.

Product Code

Specify a product code to use for this service order type. The product code lists all of the General Ledger accounts that are used for posting Material, Labor, and Miscellaneous expenses to a service order. The product code also lists the accounts that are used by SRO Invoicing for posting Cost of Goods Sold and revenue amounts.

Warehouse

Specify the warehouse to use for this service order type. Warehouses are set up on the Warehouses form.

See Billing Code.

The billing type determines the total price for a service request order. Specify the billing type at the line or operation level of the service order. A default value for billing type can be set on the Service Parameters form. Select one of these options:

• Calculated/Time and Material: Add all Material, Labor, and Miscellaneous items issued to calculate the price.
• Project/Fixed: Price is based on a manually entered, fixed amount.

Default SRO Prefix

Specify the prefix to use by default for the SRO type.

Sync SRO Start/End Dates

Select this option to set the start/end date and time for a SRO based on when an appointment is scheduled. When an appointment is saved with the reference type of SRO and the current SRO type is selected, the system compares the appointment date/time with the SRO start/end date and automatically updates the start and end date if the appointment occurs outside the existing range.

Note: The SRO End Date is compared to the Appointment Start Date plus the Duration.

This logic applies to both the SRO Header and SRO Operation start and end date. If you schedule at the operation level, the system adjusts the operation start/end date and time accordingly. The system also adjusts the start/end date and time on the SRO Header if an operation is scheduled outside of the current window on the header.

Warranty Claim SRO

Select this check box if the SRO type is a warranty claim.

Accumulate WIP

Select this option if costs issued to the service order are stored in WIP accounts. Otherwise, costs are posted directly to cost of goods (COGS) accounts.

Include Demand

Select this option if the material used for the service order is considered in inventory calculations. This applies to actual, planned, and line material transactions at time of posting. These material transaction types are considered in the calculation:

• Inventory Issue
• Exchange Shipment
• Customer Shipment

Schedule Down Time

Select this option if machine down time should be scheduled when users create SROs of this type.