Specify Service Details
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This activity allows you to specify the service details. This page can be launched from either “Maintain Cost Sheet” or “Maintain Service Contract” activity. You can specify the service details with respect to cost sheet if this page is launched from “Maintain Cost Sheet”. Similarly you can specify the service details with respect to contract if this page is launched from “Maintain Service Contract”. On save the system saves the service details.
Select the “Specify Process Details” activity under the “Sales of Services” business component.
The “Specify Service Details” page appears.
- Clicking this icon available near certain fields takes
you to the help page of the respective field.
In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.
Enter the following details in the header:
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Mode |
Use the drop-down list box to select the mode of selection . The combo is loaded with the options “Maintain-Single”, “Maintain-Multiple” and “View”. The system displays “Maintain-Single” by default on launch of the page. |
If the link is launched from “Maintain Cost Sheet”,
The system displays the following in the header:
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Cost Sheet No. |
The number identifying the cost sheet. |
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Amendment No. |
The amendment number of the cost sheet. |
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Cost Sheet Status |
The status of the cost sheet. |
Enter the following in the “Sales/Deployment/Finance Details” group box:
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Line No. |
Use the drop-down list box to select the line number to specify service details. The combo is loaded with the item details line number specified in “Maintain Cost Sheet” page. |
The system displays the following in the “Sales/Deployment/Finance Details” group box:
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Item Code |
The code identifying the item of the service. |
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Variant Code |
The code identifying the variant code of the service. |
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Item Variant Description |
The detailed description of the item variant code. |
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Site ID. |
Address Id from the customer details for the specific customer where operation will be serviced. |
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Address |
The address of the corresponding site ID. |
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Post |
Specific place in the site. |
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Link to Operation |
Indicates whether the item is linked to operation or not. The system displays either “Yes” or “No” from product master. If it is set to “yes” then the item is fetched in operation components. |
Enter the following in the “Sales/Deployment/Finance Details” group box:
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Quantity |
The number of quantity required for the service. |
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UOM |
The unit of measurement of the quantity . |
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Category |
Use the drop-down list box to select the category of the service. The combo is loaded with the values “Fixed” and “Prorata”. The system displays “Fixed” by default. |
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Selling Price/Qty. |
The selling price of the item as per the given deployment pattern . If billing pattern is “Fixed” then selling price is mandatory and if billing pattern is “Actual/On-call” it is optional |
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Selling Price Per Qty. Per |
Use the drop-down list box to select the selling price per quantity. The combo is loaded with the values “Month”, “Week”, “Day”, “Hr” and “Blank”. The system displays blank by default. |
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Deployment Hrs. |
The deployment pattern specified in hours. Ensure that the deployment hours must be greater than zero and cannot be more than 24 hrs. |
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Start Day of the Week |
Use the drop-down list box to select the start day of the week . The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Monday by default. |
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End Day of the Week |
Use the drop-down list box to select the end day of the week . The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Sunday by default. |
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Additional Rate/Hr. |
The additional rate per hour specified for any service i.e Overtime charge can be captured. The value specified must be less than zero else the system throws an error message. |
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General Shift |
The number of resource required for the general shift . It should be greater than zero. |
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Shift A |
The number of resource required for the A shift . It should be greater than zero. |
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Shift B |
The number of resource required for the B shift . It should be greater than zero. |
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Shift C |
The number of resource required for the C shift . It should be greater than zero. |
Note: Sum of all the shifts (General, A, B and C) should be equal to quantity.
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Billing Exclusions |
Use the drop-down list box to specify the billing exclusion of the service. The combo is loaded with the options "None", "Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday","Saturday","Sat & Sun", and "Sun & Alt. Sat". |
Click the “Default” pushbutton to default the values in the multiline.
The system displays the following in the “Service Details” multiline:
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Line No. |
Displays with the item details line number specified in “Maintain Cost Sheet” page. |
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Site ID. |
Address Id from the customer details for the specific customer where operation will be serviced. |
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Address |
The address of the corresponding site ID. |
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OPS. Unit |
The operational unit mapped to the delivery area of address ID. |
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Post |
Specific place in the site. |
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Item Code |
The code identifying the item of the service. |
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Variant Code |
The code identifying the variant of the service. |
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Description |
The detailed description of the item variant code. |
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Type of Service |
The type of service provided. |
Enter the following in the “Service Details” multiline:
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Billable/Complimentary |
Use the drop-down list box to select whether the service provided is billable or complimentary. The combo is loaded with the values “Billable” and “Complimentary”. The system displays billable by default. Those items which are said to billable will be fetched in work reporting. |
The system displays the following in the “Service Details” multiline:
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Billing Pattern |
The billing pattern of the service. Billing pattern can be “Actual, Fixed and On-call” |
Enter the following in the “Service Details” multiline:
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Quantity |
The number of quantity required for the service . Ensure that the value is less than or equal to zero else the system throws an error message. |
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UOM |
The unit of measurement of the item. Ensure that the entered UOM is valid. |
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Selling Price/Qty |
The selling price of the item as per the given deployment pattern. It should be greater than Zero. |
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Selling Price Per Qty. Per |
Use the drop-down list box to select the selling price per quantity. The combo is loaded with the values “Month”, “Week”, “Day”, “Hr” and “Blank”. The system displays blank by default. |
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Deployment Hrs. |
The deployment pattern specified in hours. Ensure that the deployment hours must be greater than zero and cannot be more than 24 hrs. |
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Assignment Start Date |
The date on which the deployment is started. (Date Format). |
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Assignment End Date |
The date on which the deployment is completed. (Date Format). |
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Start Day of the Week |
Use the drop-down list box to select the start day of the week. The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Monday by default. |
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End Day of the Week |
Use the drop-down list box to select the end day of the week. The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Sunday by default. |
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Days Per Month |
Days per month is calculated based on the formula ((Days diff between from day and to days in a week / 7) * no of days in a month (System parameter)) |
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Selling Price/Hr. |
Selling Price/Hr is calculated as 1. If selling UOM is month then Selling Price / Days in a Month / Dep. Hrs 2. If selling UOM is Week then Selling Price / no of days in week / Dep. Hrs 3. If Selling UOM is day then Selling Price / Dep. Hr |
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Additional Rate/Hr |
The additional rate per hour specified for any service i.e Overtime charge can be captured. The value specified must be less than zero else the system throws an error message. |
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Category |
Use the drop-down list box to select the category of the service. The combo is loaded with the values as defined in quick codes. |
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Shift A |
The number of resource required for the A shift It should be greater than zero. |
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Shift B |
The number of resource required for the B shift . It should be greater than zero. |
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Shift C |
The number of resource required for the C shift . It should be greater than zero. |
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Shift G (General) |
The number of resource required for the general shift . It should be greater than zero. |
Note: Sum of all the shifts (General, A, B and C) should be equal to quantity.
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Billing Exclusions |
Use the drop-down list box to specify the billing exclusion of the service. The combo is loaded with the options "None", "Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday","Saturday","Sat & Sun", and "Sun & Alt. Sat". |
The system displays the following in the “Service Details” multiline:
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Monthly Billing/Qty. |
Monthly billing per quantity is calculated as (Selling Price / Hr) * Dep. Hrs * no of days in Month. If Billing Pattern is Actual or Fixed and the calculated value is zero then selling price is defaulted. |
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Total Monthly Bill |
The total monthly billing value of the service. This is calculated as (Monthly Billing/ Qty) * Quantity. |
Enter the following in the “Service Details” multiline:
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Std. Cost Per Month |
The standard cost per month specified for the service. This value is defaulted from the product master. |
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Addl. Cost Per Month |
The additional cost per month if any. |
The system displays the following in the “Service Details” multiline:
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Total Direct Cost |
The total direct cost applicable for the service. This is calculated as Direct Cost = [(Std. Cost Per Month + Addl. Cost Per Month) / (No of Days in a month {sys. Parameter} * Std. Hrs {sys. Parameter} ) ] * Dep. Hrs * no of days in Month * Qty. |
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Margin % |
The overall marginal value of the service in percentage. This is calculated as ((Total Monthly Billing – Total Direct Cost) / Total Monthly Billing) * 100. |
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Markup % |
The markup value of the service in percentage. This is calculated as ((Total Monthly Billing – Total Direct Cost) / Total Direct Cost) * 100. |
Enter the following in the “Service Details” multiline:
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Finance Book |
Use the drop-down list box to select the finance book of the service. The combo is loaded with the finance book relevant to the operation. |
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Bill To ID |
Use the drop-down list box to select the bill to ID from the address id details for the given customer. |
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CC Usage |
Use the drop-down list box to select the CC usage of the service. |
The system displays the following in the “Service Details” multiline:
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Link To Operation |
Indicates whether the item is linked to operation or not. The system displays either “Yes” or “No” from product master. If it is set to “yes” then the item is fetched in operation components. |
Enter the following in the “Service Details” group box:
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Remarks |
Any additional information regarding the service details. |
If the link is launched from “Maintain Service Contract”,
The system displays the following in the header:
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Contract No. |
The number identifying the contract. |
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Amendment No. |
The amendment number of the contract. |
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Contract Status |
The status of the contract. |
Enter the following in the “Sales/Deployment/Finance Details” group box:
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Line No. |
Use the drop-down list box to select the line number to specify service details. The combo is loaded with the item details line number specified in “Maintain Service Contract” page. |
The system displays the following in the “Sales/Deployment/Finance Details” group box:
|
Item Code |
The code identifying the item of the service. |
|
Variant Code |
The code identifying the variant code of the service. |
|
Item Variant Description |
The detailed description of the item variant code. |
|
Site ID. |
Address Id from the customer details for the specific customer where operation will be serviced. |
|
Address |
The address of the corresponding site ID. |
|
Post |
Specific place in the site. |
|
Link to Operation |
Indicates whether the item is linked to operation or not. The system displays either “Yes” or “No” from product master. If it is set to “yes” then the item is fetched in operation components. |
Enter the following in the “Sales/Deployment/Finance Details” group box:
|
Quantity |
The number of quantity required for the service. |
|
UOM |
The unit of measurement of the quantity. |
|
Category |
Use the drop-down list box to select the category of the service. The combo is loaded with the values “Fixed” and “Prorata”. The system displays “Fixed” by default. |
|
Selling Price/Qty. |
The selling price of the item as per the given deployment pattern . If billing pattern is “Fixed” then selling price is mandatory and if billing pattern is “Actual/On-call” it is optional. |
|
Selling Price Per Qty. Per |
Use the drop-down list box to select the selling price per quantity. The combo is loaded with the values “Month”, “Week”, “Day”, “Hr” and “Blank”. The system displays blank by default. |
|
Deployment Hrs. |
The deployment pattern specified in hours. Ensure that the deployment hours must be greater than zero and cannot be more than 24 hrs. |
|
Start Day of the Week |
Use the drop-down list box to select the start day of the week . The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Monday by default. |
|
End Day of the Week |
Use the drop-down list box to select the end day of the week. The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Sunday by default. |
|
Additional Rate/Hr. |
The additional rate per hour specified for any service i.e Overtime charge can be captured. The value specified must be less than zero else the system throws an error message. |
|
General Shift |
The number of resource required for the general shift . |
|
Shift A |
The number of resource required for the A shift . It should be greater than zero. |
|
Assignment Start Date |
The date on which the deployment is started . |
|
Shift B |
The number of resource required for the B shift . It should be greater than zero. |
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Shift C |
The number of resource required for the C shift . It should be greater than zero. |
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Assignment End Date |
The date on which the deployment is completed . |
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Std.Cost/Month |
The standard cost per month specified for the service. This value is defaulted from the product master. |
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Addl.Cost/Month |
The additional cost per month if any. |
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Remarks |
Any additional information regarding the service details |
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Finance Book |
Use the drop-down list box to select the finance book of the service. The combo is loaded with the finance book relevant to the operation SBU. |
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Bill To ID. |
Use the drop-down list box to select the bill to ID from the address id details for the given customer. If the given customer code and address id does not exist in the customer master the system throws an error message. |
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CC Usage |
Use the drop-down list box to select the CC usage of the service. |
Note: Sum of all the shifts (General, A, B and C) should be equal to quantity.
|
Billing Exclusions |
Use the drop-down list box to specify the billing exclusion of the service. The combo is loaded with the options "None", "Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday","Saturday","Sat & Sun", and "Sun & Alt. Sat". |
Click the “Default” pushbutton to default the values in the multiline.
The system displays the following in the “Service Details” multiline:
|
Line No. |
Displays with the item details line number specified in “Maintain Service Contract” page. |
|
Site ID. |
Address Id from the customer details for the specific customer where operation will be serviced. |
|
Address |
The address of the corresponding site ID. |
|
OPS. Unit |
The operational unit mapped to the delivery area of address ID. |
|
Post |
Specific place in the site. |
|
Item Code |
The code identifying the item of the service. |
|
Variant Code |
The code identifying the variant of the service. |
|
Description |
The detailed description of the item variant code. |
|
Type of Service |
The type of service provided. |
Enter the following in the “Service Details” multiline:
|
Billable/Complimentary |
Use the drop-down list box to select whether the service provided is billable or complimentary. The combo is loaded with the values “Billable” and “Non-Billable”. The system displays billable by default. |
The system displays the following in the “Service Details” multiline:
|
Billing Pattern |
The billing pattern of the service. Billing pattern can be “Actual, Fixed and On-call”. |
Enter the following in the “Service Details” multiline:
|
Quantity |
The number of quantity required for the service. Ensure that the value is less than or equal to zero else the system throws an error message. |
|
UOM |
The unit of measurement of the item. Ensure that the entered UOM is valid. |
|
Selling Price/Qty |
The selling price of the item as per the given deployment pattern . It should be greater than Zero. |
|
Selling Price Per Qty. Per |
Use the drop-down list box to select the selling price per quantity. The combo is loaded with the values “Month”, “Week”, “Day”, “Hr” and “Blank”. The system displays blank by default. |
|
Deployment Hrs. |
The deployment pattern specified in hours. Ensure that the deployment hours must be greater than zero and cannot be more than 24 hrs. |
|
Assignment Start Date |
The date on which the deployment is started. |
|
Assignment End Date |
The date on which the deployment is completed. |
|
Start Day of the Week |
Use the drop-down list box to select the start day of the week. The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Monday by default. |
|
End Day of the Week |
Use the drop-down list box to select the end day of the week. The combo is loaded with the values “Monday”, “Tuesday”, “Wednesday”, “Thursday”, “Friday”, “Saturday” and “Sunday”. The system displays Sunday by default. |
|
Days Per Month |
Days per month is calculated based on the formula ((Days diff between from day and to days in a week / 7) * no of days in a month (System parameter)) |
|
Selling Price/Hr. |
Selling Price/Hr is calculated as 1. If selling UOM is month then Selling Price / Days in a Month / Dep. Hrs 2. If selling UOM is Week then Selling Price / no of days in week / Dep. Hrs 3. If Selling UOM is day then Selling Price / Dep. Hr. |
|
Additional Rate/Hr |
The additional rate per hour specified for any service i.e Overtime charge can be captured. The value specified must be less than zero else the system throws an error message. |
|
Category |
Use the drop-down list box to select the category of the service. The combo is loaded with the values as defined in quick codes. |
|
Shift A |
The number of resource required for the A shift . It should be greater than zero. |
|
Shift B |
The number of resource required for the B shift . It should be greater than zero. |
|
Shift C |
The number of resource required for the C shift . It should be greater than zero. |
|
Shift G (General) |
The number of resource required for the general shift . It should be greater than zero. |
Note: Sum of all the shifts (General, A, B and C) should be equal to quantity.
|
Billing Exclusions |
Use the drop-down list box to specify the billing exclusion of the service. The combo is loaded with the options "None", "Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday","Saturday","Sat & Sun", and "Sun & Alt. Sat". |
The system displays the following in the “Service Details” multiline:
|
Monthly Billing/Qty. |
Monthly billing per quantity is calculated as (Selling Price / Hr) * Dep. Hrs * no of days in Month. If Billing Pattern is Actual or Fixed and the calculated value is zero then selling price is defaulted. |
|
Total Monthly Bill |
The total monthly billing value of the service. This is calculated as (Monthly Billing/ Qty) * Quantity. |
Enter the following in the “Service Details” multiline:
|
Std. Cost Per Month |
The standard cost per month specified for the service. This value is defaulted from the product master. |
|
Addl. Cost Per Month |
The additional cost per month if any. |
The system displays the following in the “Service Details” multiline:
|
Total Direct Cost |
The total direct cost applicable for the service. This is calculated as Direct Cost = [(Std. Cost Per Month + Addl. Cost Per Month) / (No of Days in a month {sys. Parameter} * Std. Hrs {sys. Parameter} ) ] * Dep. Hrs * no of days in Month * Qty. |
|
Margin % |
The overall marginal value of the service in percentage. This is calculated as ((Total Monthly Billing – Total Direct Cost) / Total Monthly Billing) * 100. |
|
Markup % |
The markup value of the service in percentage. This is calculated as ((Total Monthly Billing – Total Direct Cost) / Total Direct Cost) * 100. |
Enter the following in the “Service Details” multiline:
|
Finance Book |
Use the drop-down list box to select the finance book of the service. The combo is loaded with the finance book relevant to the operation. |
|
Bill To ID |
Use the drop-down list box to select the CC usage of the service. |
|
CC Usage |
Use the drop-down list box to select the bill to ID from the address id details for the given customer. |
The system displays the following in the “Service Details” multiline:
|
Link To Operation |
Indicates whether the item is linked to operation or not. The system displays either “Yes” or “No” from product master. If it is set to “yes” then the item is fetched in operation components. |
Enter the following in the “Service Details” group box:
|
Remarks |
Any additional information regarding the service details. |
Click the “Save Services” pushbutton to save the services details.
The system displays the following in the “Data History” group box:
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Created By |
The name of the user who creates the service details. |
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Created On |
The date on which the service details is created. |
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Last Modified By |
The name of the user who last modified the service details. |
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Last Modified On |
The date on which the service details is last modified. |
