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:
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 Codes also apply to Misc. Invoices, Estimates, Work Orders, Work Order Invoices, Sales Orders, or Order Invoices.
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.
Service Charges are billed for negative and positive Sales quantities or dollars, in order to generate a credit if the item sold is returned and refunded.
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.
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 not added to the document if the Check Div flag is set for the Product Class service but the document division is not associated with the Service Codes in the window on the Divisions field.
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 Product Class 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.
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.
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.
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.
Enter the % of the sale or rental charge that should be billed for this service on each invoice, for products in this class.
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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