If you are not concerned about tracking coverage, percentage, or monetary limits by specific service category, the high-level invoice sort is the best solution. If you choose to cover only preventive maintenance labor and bill for everything else, use the work code and service category scheme to track labor against service limits.

The invoice sort tracks service activity at a high level by grouping labor, expenses, and items used for related service categories.

See Invoice Sort Codes.

A service organization’s engineers perform 17 kinds of labor. These labor types correspond to various skill and job classifications and overtime procedures, distinctions that reflect different service pricing. However, contractual agreements cover labor at the same level regardless of its type. So this organization bases its levels of coverage on a labor invoice sort. To do this, they follow these steps:

Using this approach, labor consumption receives one level of coverage, regardless of what kind of labor it is.

To define limits by invoice sort, you enter an appropriate sort code. In this case, you cannot enter anything for service category (Svc Cat). The coverage level (%Cv) is defined as a percentage. In Service Limits by Invoice Sort, the price of labor is covered at 100 percent up to the limit amount of $1000.00. This means the contract covers the first $1000.00 of labor, regardless of the work code and service category combinations.

Call Activity Recording checks service limits when a service contract provides coverage. Since you set up limits at the invoice sort level, CAR allows $1000.00 for all service categories with the labor invoice sort, regardless of the work code. The system accumulates the charges on service contracts based on this contract type and compares them with this preset limit.

You can use invoice sorts to set up similar limits for expenses or items.