Set up Agreement Services Manually

You can set up agreement services manually using the SM Service form (accessed by double-clicking in the Work Schedule grid of SM Agreements).

If you have not yet set up the agreement, you must do so before you can proceed here.

The following instructions detail how to set up agreement services manually in SM Service.
Note: You can also set up agreement services directly in the Work Schedule grid; however, to set up work schedules, billing schedules, required resources, and/or amortization schedules for the service, you must use SM Service.
  1. Open the SM Agreements form.
  2. In the Agreement field, enter the agreement for which you are defining services.
  3. Click the Work Schedule tab and double-click in the grid to open SM Service.
  4. In the Service Seq field, enter N, New, or +.
    The system automatically assigns the next available service sequential number.
  5. In the Description field, enter a description of the service.
  6. In the Service Site field, enter the service site to which this service applies or press F4 to select from a list of valid service sites for the specified customer.
  7. In the Assigned Tech field, enter the technician for this agreement service.
    If the technician is Active in SM Technicians and PR Employees, the system automatically creates a single trip on work orders generated from this agreement service, with this technician designated.

    If you leave this field blank, the system does not automatically create trips for work orders generated from this agreement service. In addition it assigns the primary technician designated for the service site as the Lead Tech on work orders.

  8. In the Call Type field, enter the call type for the service or press F4 to select from a list of valid call types.
  9. In the Service Center Override field, enter the service center that will perform this service if different than the service center defined for the service site (in SM Service Sites) or customer (in SM Customers).

    Leave blank to use the service center defined for the service site or customer.

  10. If you entered a service center in the Service Center Override field, use the Division field to enter the division that applies to the service or press F4 to select from a list of valid divisions for the service center.

    Leave blank if not applicable.

  11. From the Tax Source drop-down, select the tax code default source for work completed lines: Options are:
    • C-Service Center
    • S-Service Site
  12. From the Pricing drop-down, select the pricing method for this agreement service. Options are:
    • I-Include in Agreement
    • P-Periodic
    • T-Time of Service
    For information about each of these options, see the Pricing F1 help.
  13. If you selected the Periodic pricing method, do the following:
    1. In the Price field, enter the price for the service.
    2. If billing this service separate from the agreement, select the Bill Separately check box.
  14. If you selected the Time of Service pricing method, do the following:
    1. Select Flat Price or Rate Template.
    2. In the Price field, enter the price for the service.
    3. If you selected Flat Rate, click Split to enter flat price revenue by cost type category (required)..
    4. If you selected Rate Template, enter the rate template to use in the Rate Template field.
  15. If you want to always generate a separate work order for this service, select the Separate Work Order check box.

    If you do not select this check box, the system combines this agreement service on a single work order with other services when applicable. See the F1 help for more information.

  16. Save the record.

You can now set up summarized cost estimates, work schedules, required tasks and resources, billing schedules for applicable periodic services, and amortization schedules (if deferring revenue). Click on the links below for more information.

Setting up Summarized Cost Estimates

Setting up Service Work Schedules

Setting up a Billing Schedule Automatically

Setting up Required Tasks

Setting up Required Resources for an Agreement Service

Setting up an Amortization Schedule Automatically