Set up Periodic Agreement Services

Periodic services are those with a pricing method of 'Periodic'.

You can set up periodic services that are billed with the agreement or periodic services that you bill separately. Services that are not billed separately are included in agreement billings. The agreement's billing frequency will determine the charges included in the billing. Services that are billed separately require that you set up a billing schedule before you activate the related agreement. The system uses the billing schedule during the periodic billing process to determine which services defined for the work schedule are due for billing, as well as the amount to bill.

To set up a Periodic 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 will automatically assign 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 will automatically create a single trip on work orders generated from this agreement service, with this technician designated.
    If you leave this field blank, the system will not automatically create trips for work orders generated from this agreement service, and will assign 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 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).

    If you select the Post Revenue to Service Center Department check box (in Step 17), entry in this field is required. For additional information, see the F1 help for Service Center Override.

  10. If you entered a service center in the Service Center 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 C-Service Center or S-Service Site to indicate where to default the tax code from for work completed lines entered on a work order for this service.
  12. From the Pricing drop-down, select P-Periodic.
  13. In the Price field, enter the price for the service.
  14. Select the Bill Separately check box if you will be billing this service separate from the agreement.

    Leave unselected if you will be billing this service with the agreement.

  15. In the Billing Reduction field, enter the amount by which to reduce the amount to bill for this service.

    Leave this field blank if billing the full amount of this service.

  16. Select the Separate Work Order check box to always generate a separate work order for this agreement service.
    Leave the Separate Work Order check box unselected to combine this agreement service on a single work order with other services when applicable. See the F1 help for more information.
  17. Select the Post Revenue to Service Center Department check box to have billing revenue for this service posted to the service center department. When selected, entry in the Service Center field is required.
    Leave this check box unselected if billing revenue should be posted to the department assigned to the agreement's designated agreement type.
  18. Save the record.
    Once you have completed setting up the agreement service, you can set up summarized cost estimates, work schedules, required tasks and resources, and billing schedules (billed separately services only). If you are deferring revenue, you can also set up amortization schedules (billed separately services only). Click on the links below for more information.

    Entering Summarized Cost Estimates for Agreement Services

    Setting up Service Work Schedules

    Setting up a Billing Schedule Automatically

    Setting up a Periodic Service Billing Schedule Manually

    Setting up Required Tasks

    Setting up Required Resources for an Agreement Service

    Setting up an Amortization Schedule Automatically

    Setting up a Service Revenue Deferral Schedule Manually