Insert a Service Item

You use the Service Items (SP) application to insert a service item record. A service item record identifies the item, lets you associate information with an item, and to view or manage a list of vendor companies that supply service items.  

To insert a service item:

1. On the toolbar, click New Service Item . A new record opens on the Service tab.

2. Enter a value in the Service Item field.

3. Enter a description in the Item Description field. To enter additional information, click Long Description .

4. Enter a value in the Commodity Group field.

5. Enter a value in the Commodity Code field.

6. If you want to prorate the cost of the service item, select the Prorate? checkbox.

Note: You can add the cost of selected service items to PR, PO and Invoice lines by prorating them back over the lines. You can add service items to only issue-on-receipt items.

7. If you want to require an inspection of the service item, select the Inspection Required? checkbox.

8. Enter a value in the Vendor field, or click Detail Menu > Select Value and select a vendor.  

9. Optional: Associate customers with the item in the Customer field:

1. Click Show/Manage Customers .

2. In the Add/Modify Customer Associations dialog box, click Select Customers.

3. Select one or more customers from the list and click OK.

4. Click OK to save the associations and return to the Item tab.

10. Fill in additional fields as needed. An asterisk (*) indicates a required field.

11. Click Save .