This window can be used to assign the optional Service Charges
to the rental or sales Group so that when a product in the Group is
invoiced, the related services can be billed using a flat rate or a
percent of the extended product charge.
Service Codes can also be assigned more generally by class in
Sales Product Class or Rental Product Class, in the Class Services window, but any Group services have
priority.
e.g. Environmental tax, or Carbon tax, or Cleaning service
Application of the Service Charge:
When a Group is entered as sold or rented on a Worksheet,
Reservation, or Quotation, the Service Codes default from the
Group, and if there are no Group services, the services for the
Product Class assigned to the Group, would apply.
When the Worksheet, Reservation, or Quotation is converted to a
Contract or an Invoice and a specific product is selected to
replace the group, if the product is from a different class then
the Service Codes change to reflect the services assigned to the
selected product's Product Class.
Service Charges do not apply if the Rental value is zero or a credit value, except for Type T services, where a credit will be generated to reverse the associated tax.
Type D services are reserved for ranked delivery and pickup
charges that are calculated on the Contract and also on
Delivery/Pickup Tickets when the service is charged by the ticket
instead of the Contract.
Refer to Group Delivery/Pickup Type-D
Service Overview for information on this feature.
The ability to modify the amount calculated on a document for an auto-generated service charge is controlled by the Allow Edit of Automatic Services flag in the specific Service Code.
The ability to modify the amount calculated for a Delivery or Pickup service on a document for a 'Type D' service charge is controlled by the two Allow Edit of Dlv/PU Services flags set in the Security Role Permissions for the operator, and by the Allow Edit of Automatic Services flag set in the specific Service Code.
Customers can be flagged to be exempt from ALL or selected Auto-Service Charges by the Ignore Auto Services setup in the Customer Information, with the exception that Type D services are never ignored when those services are related to ranked delivery & pickup services.
Service Charges are billed for negative and positive Sales quantities or dollars, in order to generate a credit if the item is returned.
Service Codes also apply to Miscellaneous Invoices, Estimates, Work Orders, Work Order Invoices, Sales Orders, and Order Invoices,
When the Check Div flag is set for the Group service, the Service Charges are only added to the document if the document division is also associated with the Service Codes.
The Service can be flagged to be charged on each invoice generated from the Contract, or only on the first invoice, or only on the first Rental Return invoice.
The prompts to setup Service Charge codes for the group are:
Note: Any Service Code except a 'Type $' service code, can be
selected regardless of the Type defined for the service, but
the Type T Service Code is specifically reserved for Group
and Class services, and cannot be used for any other purpose.
Refer to Service Codes for further
details.
Note: When a service is flagged as D/P all other fields in the record are disabled as they do not apply.
When a rental product in this Group is rented or sold on a new
Contract, Reservation, Counter Worksheet or Quotation that is
flagged to be delivered and/or picked up in the document header,
the associated Type D services are charged.
If more than one Type D charge could apply to a document based on
the products on the document, only the highest ranked charge as set
in the Delivery / Pickup Service Ranking
table is billed for the amount defined in the Service Codes.
Refer to Group Delivery/Pickup Type-D
Service Overview for information on this feature.
The ability to modify the amount calculated for a delivery or pickup service on a document for a Type D service charge is controlled by the operator's Security Role Permissions and by the Allow Edit of Automatic Services flag set in the specific Service Codes.
Note: If delivery and/or pickup are declined on the header of
the document, no associated Type D services are automatically
billed, and if the document is modified the Type D services are NOT
automatically updated.
However Type D services can be manually added to a rental document
in the "Services" window on the document Totals screen, and
the rank processing will apply in the service selection when
applicable.
Note: Although Type D services can be added to the Product Class Service Codes, this unique D/P ranked selection process does not apply.
Select R (First Rental Return Invoice) if this service
should only be billed once on the first invoice generated by a
rental return.
The amount to charge is pulled from the Service Codes Amount field or from the
charge by Division if Division checking is activated, times the
product quantity.
The following Flat Amount, Percent, and
Maximum fields for this record are then disabled.
Select Y (First Invoice) if this service should only be
billed once on the first invoice generated either from cycle
billing or a by rental return.
The amount to charge is pulled from the Service Codes Amount field or from the
charge by Division if Division checking is activated, times the
product quantity.
The following Flat Amount, Percent, and
Maximum fields for this record are then disabled.
Note: When a service is flagged as only 1 Inv the service is charged on the first invoice accordingly and does not appear on the Reservation, Contract, or Quote.
A 1 Inv flag can also be defined for Service Codes linked to a rental product through the Product Class Service Codes, however all Class services will be ignored as long as there are any Group associated services on the invoice.
To calculate the Flat Rate Service Charge:
Leave this field blank if the service charge should be a percent of the extended rental or sale price.
Uncheck this box if this service should be charged when this product is billed regardless of divisions and Division Checking defined in Service Codes.
Check this box if this service charge should be based on the
total service amount before rounding it.
Example:
100 L of propane @ $0.68 per Litre, extended price of $68.00, service charge of 10%, min charge of .5, max of 1.5
Step 1: price each of propane is $0.68
Step 2: service amount is round( $0.68 * 10/100, 2) = $0.07
Step 3: $0.07 is between .05 and 1.5, so use $0.07
Step 4: Total charge is round($0.07 * 100,2) = $7.00
Uncheck this box if the service charge should be calculated on the
unit charge and rounded before calculating the extended charge.
Example:
100 L of propane @ $0.68 per Litre,, extended price of $68.00, service charge of 10%, min charge of .05, max of 1.5
Step 1: total service amount is round($68 * 10 / 100,2) = $6.8
Step 2: minimum = round(100 * .05) = 5, amount is above minimum, don't change amount
Step 3: maximum = round(100 * 1.5) = 15, amount is below maximum, don't change amount
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