IdealWare Online Users Manual

SP2-06-06-07 S/P PROCESSING
31665 Sales Order Entry, Detail Entry Product Lines (Service Products)

 

PURPOSE

 

Service products enable you to specify services perfomred in an order by using predefined product codes. Service products do not track QUANTITY ON HAND or VALUE ON HAND, but do track sales statistics.

 

Service products can also be specified in an order by using OTHER line types. See 31668 - SALES ORDER ENTRY, DETAIL ENTRY OTHER LINES. The advantages of using service products are:

  1. Service products are defined in your product master file, so you can select them from within the order using all of the various product selection tools, including product word search, product inquiry by group, quick code entry, etc.
  2. Statistics are maintained for service products, so you can keep track of month to date, year to date and last year quantity and sales dollars statistics, etc. These statistics are also available from within any of the Inventory Reports including the Product Performance Report.

Via field "27 ALLOW/REQUIRE COST ENTRY?" on the product master maintenance program screen 2, you can indicate that the sales order entry program prompts for a cost when you sell a particular service type product.

During sales order entry, after this type of product code is entered, the program prompts for a cost:

 

** ENTER COST: _________

 

If no cost is entered, then the sale is automatically placed on hold and cannot be taken off of hold until all lines in the sale have costs associated with them.

 

The total cost of the line affects the G/L by debiting the product group's cost of goods sold G/L code and crediting the product group's inventory G/L code. Care should be taken to ensure that no actual inventory G/L code is affected. The total cost of the line affects the product's statistical information. The service product's quantity on hand and value on hand are not affected.

 

Examples of where Service Products might typically be used are:

  • Delivery Charges.
  • Restocking Charges.
  • Special Services.
  • Coupons.

PROCEDURE - SERVICE PRODUCT LINE

 

Example Service Product Detail Line Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct14/07              ***** SALE ORDER DETAIL ENTRY *****             TERM: Tc  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-C100011  CASHSALE   SUB:  3,327.71  PST: 232.94  GST: 232.94  TOT:  3,793.59 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    EXTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│0060  DELIVERY CHARGE                    1.00  DLY     150.00  DLY       150.00 â”‚
│====  CODE:DLY          TYP:P  DISC:N  PST:Y  GST:Y  SHIP:PU  FROM:01  PRT:N    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│
│0060  CODE:DLY          TYP:P  DISC:N  PST:Y  GST:Y  SHIP:PU  FROM:01  PRT:N    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                        *** MODIFY LINE 0060 OPTIONS ***                        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** CR=ACCEPT LINE, F1=SHIP-MODES, F2=DELETE, F5=PRODUCT, F6=TAX: _              â”‚
│   F8=DESCRIPTION/P.O.INFO/SOURCE, F9=QUANTITY, F12=PRICE                       â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

LINE

 

Displays the line number associated with the detail line. See 31661 - SALES ORDER ENTRY, DETAIL ENTRY LINE INITIALIZATION.

 

TP (LINE TYPE)

 

Displays "P" (Product) line type. See 31661 - SALES ORDER ENTRY, DETAIL ENTRY LINE INITIALIZATION.

 

PRODUCT CODE

 

Displays the product code entered at the PRODUCT field. See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR).

 

PRODUCT OPTIONS PROMPT

 

When the PRODUCT code is entered, the PRODUCT OPTIONS prompt displays.

 

** CR=QUANTITY, F1=SHIP/PRINT, F8=DESCRIPTION/P.O.INFO:

 

[Enter] to advance to QUANTITY field.

 

See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) - PRODUCT OPTIONS PROMPT.

 

 

See 31662 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (REGULAR) for more information about the following fields.

 

PRICE

 

PER (PRICE PER or PRICE UNIT)

 

EXTENSION

 

DIS (PRICE DISCOUNT)

 

PST (PROVINCIAL SALES TAX)

 

GST (GOODS & SERVICES TAX)

 

SHP (SHIPPING LOCATION)

 

LINE UPDATE and SHIP/PRINT OPTIONS