Data Fields on Service

Service

Click in the first box on the Service window in order to pull up a listing of common repairs added to the repair table for the category and sub category of the item being repaired. If the applicable service is found, click the description in order to select it. If the service is not found in the listing, leave the Service box blank.

Note: The table of common repairs by inventory type is established in 'Repair Table' on the Repair Maintenance menu. Refer to 'Repair Table' for more information

Qty

The quantity will always default to 1.

If the repair service has a flat charge or if you are entering a new ticket, keep the quantity at 1.

If the repair service has an incremental rate such as $15.00 for 30 minutes of work and it took the technician one hour to complete the service, the Qty would be 2.

If the repair service has an incremental rate such as $15.00 for 30 minutes of work, there are parts attached to the service and it took the technician one hour to complete the service, you will have to select the Service two separate times. For both selections, you will enter Qty of 1. For one of the selections you will delete the parts and modify the rate so it only includes labor. If you simply pulled in the service once and put a quantity of 2, not only the service rate would double but the parts would double also.

Service

If a service was selected from the table, the description will automatically appear here.

Rate

The rate of the selected service. The rate here is the total rate and includes both labor and parts.

Extended

The Extended rate is the Qty x Rate. The extended rate is automatically calculated and cannot be changed.

Discount

The discount you are giving the customer for the service.

If you are giving a percentage discount, type a dash (-) before the decimal percentage.

Example: If you are giving a 15% discount, type -.15 in the Discount field.

If you are giving a dollar amount discount, simply type the amount.

Example: If you are giving a $15.00 discount, type 15.00 in the Discount field.

Total

The Total rate is the Extended rate less any discounts.

Category to Charge

Click in the Category to Charge box and select the category to use for the accounting of the service, when billed.

If you are tracking parts in your inventory file, you will want to assign the parts to the repair on the Parts tab of the Repair Ticket. The category to charge on the service selected should be your Repair Labor category because the parts portion will be billed according to the price associated with the parts on the Parts tab. Once the parts are assigned on the Parts tab, the Labor portion and Parts portion will be broken out accordingly and only the Labor portion will be billed using the category entered as the Category to Charge.

If you are not tracking parts in your inventory file but you have two separate categories for repairs; one category for Parts and another for Labor, you will want to add two separate Services. One of the services should consist of the labor portion and the other service should consist of the parts portion. The Rate and Category to Charge should then be separated accordingly.

Time

Time represents the estimated time it will take to complete the service. The time should be entered in decimal format and in increments of one hour, with a 1.00 denoting one hour.

Technician

The technician assigned to the service. Click in the Technician box and select the identification code of the applicable technician. The employee identification codes are established in 'User/Groups' under User/Security on the Administration menu. Refer to 'User/Group Administration' for more information.

Click the OK button in order to add the service to the Repair Ticket. The added service will then appear on the Service table on the Repair Ticket. Continue adding services as required for the item on the repair ticket.

The service rates will be totaled on the Service tab as services are added to the repair ticket. Tax will be calculated on the portion that was charged to a taxable category. If tax is being calculated incorrectly, refer to 'Non Inventory Categories' on the Ledger Maintenance menu to determine if the 'Category to Charge' selected on the Service window was set up properly.