Group Service Codes


System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Product Groups -> Services window -> Group Service Codes

This window can be used to assign the optional Service Charges to the rental or sales Group so that when a product in the Group is invoiced, the related services can be billed using a flat rate or a percent of the extended product charge.
Service Codes can also be assigned more generally by class in Sales Product Class or Rental Product Class, in the Class Services window, but any Group services have priority.

e.g. Environmental tax, or Carbon tax, or Cleaning service

Application of the Service Charge:

The prompts to setup Service Charge codes for the group are:

SEQ
The automatically assigned sequence number will display to track the records in this file.

CODE
Enter the service code that applies to products in this class or select one from theService Search window.

Note: Any Service Code except a 'Type $' service code, can be selected regardless of the Type defined for the service, but the Type T Service Code is specifically reserved for Group and Class services, and cannot be used for any other purpose.
Refer to Service Codes for further details.


DESCRIPTION
The service code description displayed will print on the document.

D/P
This field is only enabled if this Service Code is defined as a Type D in Service Codes and only applies to the Delivery or Pickup of rental products.
Enter a 'D' if the service is to charge for Delivery, or a 'P' for a Pickup charge, for rental equipment.
Only 1 D -Delivery and 1 P -Pickup service can be assigned for each Group.

Note: When a service is flagged as D/P all other fields in the record are disabled as they do not apply.

When a rental product in this Group is rented or sold on a new Contract, Reservation, Counter Worksheet or Quotation that is flagged to be delivered and/or picked up in the document header, the associated Type D services are charged.
If more than one Type D charge could apply to a document based on the products on the document, only the highest ranked charge as set in the Delivery / Pickup Service Ranking table is billed for the amount defined in the Service Codes.
Refer to Group Delivery/Pickup Type-D Service Overview for information on this feature.

The ability to modify the amount calculated for a delivery or pickup service on a document for a Type D service charge is controlled by the operator's Security Role Permissions and by the Allow Edit of Automatic Services flag set in the specific Service Codes.

Note: If delivery and/or pickup are declined on the header of the document, no associated Type D services are automatically billed, and if the document is modified the Type D services are NOT automatically updated.
However Type D services can be manually added to a rental document in the "Services" window on the document Totals screen, and the rank processing will apply in the service selection when applicable.

Note: Although Type D services can be added to the Product Class Service Codes, this unique D/P ranked selection process does not apply.


1 INV
Select one of the following billing options:
  • N (No) if this service should be charged on each billing based on the values defined in the following Flat Amount, Percent, and Maximum fields.
  • Select R (First Rental Return Invoice) if this service should only be billed once on the first invoice generated by a rental return.
    The amount to charge is pulled from the Service Codes Amount field or from the charge by Division if Division checking is activated, times the product quantity.
    The following Flat Amount, Percent, and Maximum fields for this record are then disabled.

  • Select Y (First Invoice) if this service should only be billed once on the first invoice generated either from cycle billing or a by rental return.
    The amount to charge is pulled from the Service Codes Amount field or from the charge by Division if Division checking is activated, times the product quantity.
    The following Flat Amount, Percent, and Maximum fields for this record are then disabled.

Note: When a service is flagged as only 1 Inv the service is charged on the first invoice accordingly and does not appear on the Reservation, Contract, or Quote.

A 1 Inv flag can also be defined for Service Codes linked to a rental product through the Product Class Service Codes, however all Class services will be ignored as long as there are any Group associated services on the invoice.


FLAT AMT
Enter the dollar amount to be charged, if a flat rate should be applied to the sale or rental of a product in the group.

To calculate the Flat Rate Service Charge:

  • The flat rate will be multiplied by the Quantity invoiced for this product.
  • Unless the tax code is NTX in Service Codes the taxes on this service respect the standard tax formula outlined in Tax Maintenance Overview, in the "Rules Determining Taxes".

Leave this field blank if the service charge should be a percent of the extended rental or sale price.


PERCENT
This field is skipped if a flat rate applies to this service.
Enter the % of the sale or rental charge that should be billed for this service on each invoice, for products in this group.
MAXIMUM
This field applies only to the percent calculation and is skipped if a flat rate applies to this service.
Enter the Maximum chargeable amount allowed on any invoice, for the service on each unit.
MINIMUM
This field applies only to the percent calculation and is skipped if a flat rate applies to this service.
Enter the Minimum chargeable amount allowed on any invoice, for the service on each unit.

TYPE
Select one of the following:
  • Type B or select Both from the drop-down list if this service rate applies to sales, rentals, and sale of rental equipment.
  • Type R or select Rental from the drop-down list if this service rate only applies to rentals charges.
  • Type S or select Sales from the drop-down list if this service rate applies to sales, and the sale of rental equipment.

DESCRIPTION
The Type description displays for reference.

CHECK DIV
Check this box if this service should only be added to the document if the document division is listed in the window on the Divisions field in Service Codes.
This division requirement applies independently of the service Division Checking flag that can be set in Service Codes.

Uncheck this box if this service should be charged when this product is billed regardless of divisions and Division Checking defined in Service Codes.


CALCULATE ON EXTENDED
This parameter applies only to services where the billing amount is a percent of the product charge.

Check this box if this service charge should be based on the total service amount before rounding it.

        Example:
        100 L of propane @ $0.68 per Litre, extended price of $68.00, service charge of 10%, min charge of .5, max of 1.5

        Step 1: price each of propane is $0.68
        Step 2: service amount is round( $0.68 * 10/100, 2) = $0.07
        Step 3: $0.07 is between .05 and 1.5, so use $0.07
        Step 4: Total charge is round($0.07 * 100,2) = $7.00
Uncheck this box if the service charge should be calculated on the unit charge and rounded before calculating the extended charge.
        Example:
        100 L of propane @ $0.68 per Litre,, extended price of $68.00, service charge of 10%, min charge of .05, max of 1.5

        Step 1: total service amount is round($68 * 10 / 100,2) = $6.8
        Step 2: minimum = round(100 * .05) = 5, amount is above minimum, don't change amount
        Step 3: maximum = round(100 * 1.5) = 15, amount is below maximum, don't change amount

Finished?
Click ACCEPT to accept and exit the window, or click CANCEL to abort.

Topic Keyword: INGC01
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