Service Category Maintenance
Use Service Category Maintenance (11.21.9) to create and maintain service categories.
Service Category Maintenance (11.21.9) illustrates a labor service category.
Service Category Maintenance (11.21.9)
Service Category
Enter a code identifying a particular service category.
Description
Enter a brief description (maximum 24 characters) of the code identifying its use and purpose.
Invoice Sort
Enter an invoice sort defined with Invoice Sort Maintenance (11.21.5). This field is required and the invoice sort code must exist.
You can set only one of the remaining fields to Yes for a particular invoice sort. The invoice sort type determines which fields you can edit.
• Set one of Items, Consumable Items, and Exchanged Items to Yes for a type I invoice sort.
• Set Labor or Travel Labor to Yes for a type L invoice sort.
• Set Expense or Travel Expense to Yes for a type E invoice sort.
Items
Yes means this service category is related to items in inventory or the item master. No means the service category is for something that is not an inventory item, such as labor, travel, or some other expense or activity.
Consumable Items
Further qualify items by indicating if they are consumed during the service activity. Examples of consumable items might be oil, replacement fluids, or cleaning fluid. You might consider these items an expense, depending on your own business policies.
Exchanged Items
You can also qualify items as exchanged items. You replace items during service calls and return them, possibly for credit. Toner cartridges are exchanged items.
Labor
Yes means this service category is related to work performed by employees.
Travel Labor
Yes means this service category is related to travel time you can charge as labor. Some service organizations charge a service engineer’s travel time as part of labor, while others charge a set rate per mile or field call.
Expenses
Yes means this service category is related to expenses other than labor and consumption of inventory items.
Travel Expenses
Yes means this service category is related to travel expenses, such as food, taxis, air fare.
Service Category Tax Data
Taxable
This field indicates if this service category is usually taxable. When a call line is taxable and not a fixed price repair, this field determines the default in the Taxable field of the billing details in Call Invoice Recording. If the line is not taxable, the system considers the detailed usage records non‑taxable.
Tax Class
Enter a tax class previously defined in Tax Class Maintenance (29.1.5). The tax class identifies service activities taxed at specific rates or that are tax-exempt. Under Global Tax Management, tax classes help determine the default tax environment (set of tax types).
The value here determines the default tax class for the service category in Call Invoice Recording if the call line is also taxable and not a fixed price repair. If a call line is not taxable, the system sets the taxable status of labor and expenses to No and you cannot modify it.
