Product Class Service Codes


System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Sales Product Class -> Services Codes

System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Rental Product Class -> Additional Information -> Services Codes


Optional Service Charges can be associated with a Sales Product Class or Rental Product Class so that when a product in the class is invoiced for rental or for sale, a flat rate or a percent of the rental can be automatically charged for the related services or fees.
Service Codes can also be assigned to Product Groups in the Group Services window. Any more specific Group services have priority over Class services.

e.g. Environmental tax, or Carbon tax, or Cleaning service

Application of the Service Charge:

The prompts to setup Service Charge codes for the Product Class are:.

SEQ
The automatically assigned sequence number will display to track the records in this file.

CODE
Enter the service code that applies to products in this class or select one from the Service Search window.

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.

Group versus Class Services:
Service Codes can also be assigned to a Group in Groups.
If both the Group and the Class have service codes, then the Group's have priority, and the Class service codes do not apply to that product.
This provides the ability to set a rate at the Product Class level, but a different rate can be set to apply to a set of products in a Group within that class.


DESCRIPTION
The service code description displayed will print on the document.

1 INV
Select one of the following billing options:
  • N (No) if this service should be charged on each billing based on the values defined in the following Flat Amount, Percent, and Maximum fields.
  • 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 Group Service Codes, and all Class services will be ignored as long as there are any Group associated services on the invoice.



FLAT AMT
Enter the dollar amount to be charged, if a flat rate should be applied to the sale or rental of a product in the class.

To calculate the Flat Rate Service Charge:

  • The flat rate will be multiplied by the Quantity invoiced for this product.
  • Unless the tax code is NTX in Service Codes the taxes on this service respect the standard tax formula outlined in Tax Maintenance Overview, in the "Rules Determining Taxes".

Leave this field blank if the service charge should be a percent of the extended rental or sale price.


PERCENT
This field is skipped if a flat rate applies to this service.

Enter the % of the sale or rental charge that should be billed for this service on each invoice, for products in this class.

MAXIMUM
This field applies only to the percent calculation and is skipped if a flat rate applies to this service.
Enter the Maximum chargeable amount allowed on any invoice, for the service on each unit.
MINIMUM
This field applies only to the percent calculation and is skipped if a flat rate applies to this service.
Enter the Minimum chargeable amount allowed on any invoice, for the service on each unit.

TYPE
Select one of the following:
  • Type B or select Both from the drop-down list if this service rate applies to sales, rentals, and sale of rental equipment.
  • Type R or select Rental from the drop-down list if this service rate only applies to rentals charges.
  • Type S or select Sales from the drop-down list if this service rate applies to sales, and the sale of rental equipment.

DESCRIPTION
The Type description displays for reference.

CHECK DIV
Check this box if this service should only be added to the document if the document division is listed in the window on the Divisions field in Service Codes.
This division requirement applies independently of the service Division Checking flag that can be set in Service Codes.

Uncheck this box if this service should be charged when this product is billed regardless of divisions and Division Checking defined in Service Codes.


CALCULATE ON EXTENDED
This parameter applies only to services where the billing amount is a percent of the product charge.

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

Finished?
Click ACCEPT to accept and exit the window, or click CANCEL to abort.

Topic Keyword: INSC01
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