Service Types

The service types code list is used for the most basic service settings. The user sets all types of services and components in the code list so that they can then be entered into groups.

Field:

• Service Kind

  • The user selects from Servicing, Tire service, Replacement vehicle, Insurance event, Road tax (CZ/SK only), Highway vignette, Fee/service, Fuel card

  • The Insurance claim value is not used for the calculation, it is used for service permission

• Code

  • The user enters a unique service code identifying the Service Type

• Description

  • The user enters a description of the Service Type

• Tire Service

  • The field is non-editable if the value of the Service Type field is equal to Service, Replacement vehicle, Road tax, Highway vignette, Fee/service, Fuel card

  • The field is editable if the value of the Service Type field is equal to Tire Service

  • If Service Type is equal to Tire Service, then the user selects the value Tire, Rim, Storage, Tire Change, Rim Accessories in this field.

• Maintenance Permission Nos.

  • The field is used to select the number series that the system will use to number the Service Permission of the given service type.

• Gen. Prod. Posting Group

  • The user selects the General posting group of goods that will be transferred for the given service to the calculation (service posting).

• VAT Prod. Posting Group

  • User selects VAT product posting group that will be taken over for the service in the calculation

• Fee Type

  • Editable only for Service Type=Fee/Service

  • Selected by the user for the empty fee, Radio fee or Television fee

  • If the value of this field is Radio Fee or Television Fee, then the system will automatically delete this service in the calculation if the User changes the Operator to a Customer or Another Entity.

• Service Type Limit Amount

  • The user sets the value that the system can apply when checking the amount from the purchase invoice against the maintenance permission. If the difference in the value on the purchase invoice for the service type is less than or equal to the limit amount, the system automatically creates a difference line with that value.

  • The limit amount for the service type is also applied when importing a data record, if "check amount" or "check approval number" is checked (mandatory approval number on the relevant invoice interface template. E.g. in the data sentence there is a line for storage with a value up to the limit set on the service type "storage" of tires and there is no line for maintenance permission for "storage". The system creates a new allowance line, the difference line for storage. Detailed in the documentation Povolení servisu, bonusy

• Do not write Mileage

  • If the user sets to Yes, the system will not store the odometer status in the Odometer Status History when the service permission is approved

"Pricelist" button

The "Price List" function is located on the Service Types code list. The function is used to facilitate the entry of values into individual price lists. After clicking on the button, based on the Service Type and the value of the Tire Service field, the relevant price list is opened, which is filtered to the Service Code from the line from which the price list was opened. After entering a new record into the open price list, the Service Code is automatically pre-filled.

Individual price lists can also be accessed via the Configuration worksheet, Manual Setup or via a magnifying glass.