Field Definitions: SM Call Type Form
The following is a list of field descriptions for the SM Call Type form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Call Type
Call Type field on the SM Call Types form.
Enter a number or code, up to 10 characters, to identify this call type. Call types represent the types of work you perform when making service calls. Some examples of call types might be:
Type |
Description |
|---|---|
AHService |
After Hours Service |
COMMain |
Commercial Maintenance |
RESMain |
Residential Maintenance |
HVACRepair |
HVAC Repairs |
WARR |
Warranty Work |
Description
Description field on the SM Call Types form.
Enter a description to identify this call type, up to 60 characters.
SM Call Type Category
Call Type Category field on the SM Call Types form, Info tab.
Enter a call type category. Press F4 for the SM Call Type Category Lookup form. Press F5 to connect to the SM Call Type Category form.
Track WIP
Track WIP check box on the SM Call Type form.
Select this check box to track WIP account updates for this call type when capturing and billing work completed for a work order. When entering and saving work completed lines referencing this call type, the system will update the Cost WIP account specified for the work completed line. When you bill the line, the system updates the Revenue WIP account, unless the scope is closed, in which case it updates the Revenue account instead. Once you close the scope, the system will transfer costs and revenue from the WIP accounts to the Cost and Revenue accounts, respectively.
Do not select this check box if you are not tracking WIP for this call type. When entering and saving work completed lines referencing this call type, the system will update the Cost account specified for the work completed line; billing the work completed line will update the specified Revenue account. The Cost WIP and Revenue WIP accounts will not be used.
Active
Active check box on the SM Call Types form.
Select this check box to activate this call type. Once activated, it will be available for selection when assigning call types to service centers (in SM Service Centers), divisions (in SM Divisions), and/or work orders (in SM Work Orders), and will be included in call type lookups.
Do not select this box if you are not ready to activate this call type. Call type will not be available for selection when assigning call types to service centers, divisions, or work orders, and will not be included in call type lookups.
Prevent Scope Auto Close when Billing
Prevent Scope Auto Close when Billing check box on the SM Call Types form, Info tab.
Select this check box to prevent scopes with this call type from closing when fully billing.
Matl Tax Override
Matl Tax Override drop-down on the SM Call Type form.
Select the tax type override default for agreement services, work order quote scopes, and work order scopes that reference this call type. You may override the defaulted option for work order quote scopes and work order scopes only; for agreement services, the Matl Tax Override field is disabled.
The option selected here is used to determine the Tax Type default when entering material-related work completed for a work order (i.e. inventory lines, purchase lines for a material, and miscellaneous lines referencing an SM cost type with a Material cost type category). It is also used to determine the Tax Type default when entering material requirements and miscellaneous requirements referencing an SM cost type with a Material cost type category for agreement services, quote scopes, and work order scopes.
Blank – Select this option to use the standard tax type defaulting behavior. For taxable, billable material-related requirements or work completed, the tax type will default as Sales. For taxable, non-billable material-related requirements or work completed, the tax type will default as Use. Defaults may be overridden.
N - No Tax – Select this option to default the tax type as "blank" for material-related requirements or work completed.
S - Sales Tax Only – Select this option to default the tax type as Sales for material-related requirements or work completed. You may override the tax type, but only Sales and None options are allowed.
For Australian and Canadian companies, select this option to default the Tax Type as VAT. You may override the tax type, but only Sales and None options are allowed.
U - Use Tax Only (US companies only) – Select to default the tax type as Use for material-related requirements or work completed. You may override the tax type, but only Use and None options are allowed.
