Services are work or duties performed by a vendor, subcontractor, or consultant and are typically labor-related. Many of the characteristics assigned here will act as defaults as this service is used throughout the Materials folder. You can also assign comments to this service.
Use this screen during initialization and whenever making additions or changes to services.
Enter a service ID containing up to 30 alphanumeric characters. The service ID is used throughout the system as the main identifier for the service. If you enter an existing provisional part ID and attempt to save the record, you will receive an error message indicating that the provisional part ID already exists.
Enter the service revision. You can use the revision to track multiple changes or revision levels for each service. The revision can contain up to three alphanumeric characters. The Rev field is optional. If you selected the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen, you can store multiple revisions of the same item in the database at the same time. Each revision will be treated as a separate item by the system. If the Allow Multiple Revisions For Each Item checkbox is not selected, only the last revision of an item can be stored.
If you do not use revisions when updating, the last revision assigned to this service will automatically display and can be edited when necessary.
Enter, or use Lookup to select, a unit of measure for this service. Lookup will display the units of measure codes and their descriptions that are already established in the Units of Measure screen. This field is required.
Select this checkbox to assign a status of "Active" to this service. If this checkbox is left blank, the service is considered "Inactive," indicating it is not used.
Enter a service ID description containing up to 60 alphanumeric characters. This field is required.
Enter, or use Lookup to select, the commodity code to associate with this service. Lookup will display the commodity codes and descriptions that have already been established in the Commodity Codes screen. Upon selection, the commodity code and description will display.
This field displays the buyer assigned to the commodity code selected in the Commodity field. Use the drop-down box to select a new buyer. The selections in the drop-down box are generated from buyers established in the Buyers screen in the Purchasing Controls menu in Costpoint Purchasing.
Enter, or use Lookup to select, a product class to be associated with this service. Lookup will display the product classification codes and descriptions that are already established in the Product Classifications screen.
This field displays the product type assigned to the product class you selected in the Product Class field.
This field automatically displays the system date on which this service was added.
If you select this checkbox and also select the Use Receipt Tolerance checkbox in the Product Definition Settings screen, you can enter a default tolerance percentage for this service. This percentage will default to the PO Line along with the Overshipment Allowed flag, which can be edited if necessary.
If the Use Receipt Tolerance checkbox in the Product Definition Settings is not selected, you can still select the Overshipment Allowed checkbox, but you cannot enter a Receipt Tolerance percentage.
Receipt Tolerance is used in conjunction with the overshipment of items within Costpoint Purchasing. If you allow overshipments, you can put a value on how many overshipments will be allowed; e.g., you might allow overshipments as long as they are within the 5% receipt tolerance for this item. The system looks at quantity ordered and compares it to the total quantity received for all receipts, adding back any rejected-replace.
Select this pushbutton to open the Comments subtask.
Select this pushbutton to open the User-Defined Info subtask.
Select this pushbutton to assign Industry Classification (SIC) and UPC codes to the service.
Select this pushbutton to open the Services - Assign Standard Text subtask.
Use this pushbutton to open the Services - Assign Vendors subtask.
Use this pushbutton to open the Services - Set Up Item Billings subtask.
Use this pushbutton to open the Services - Maintain Item Cost subtask.
The ITEM table stores information for this screen. Information for services is also stored in and/or pulled from the following tables, as indicated for the applicable subtasks of this screen: BUYER, COMM, INVT, ITEM_CST, ITEM_PRODUCT, ITEM_TEXT, ITEM_VEND, MFG_BOM, PART, PO_LN, PROD_CLASSIF, PROD_TYPE, PROV_PART, RECPT_LN, RQ_LN, S_ITEM_CST_TYPE, S_WHERE_USED, SO_LN, STD_TEXT, TEXT_WHERE_USED, UM, VEND.