The invoice sort works at a high level. For more detailed tracking of service limits and percentage of coverage, use work codes and service categories, as shown in Service Limits by Work Code and Service Category. In this approach, you create a relationship between a work code and service category. The system then tracks service limits based on the kind of work done.

This approach is useful for a service organization that covers only certain kinds of activity. A contract for preventive maintenance, for example, may only cover PM labor and bill for other kinds. Or an organization may choose to cover repairs at 100 percent, PM at 50 percent, and installation not at all.

SSM can track service limits against any work code and service category combination.

To define limits for a work code, Total must be No and Invoice Sort must be blank. When you enter a work code, you must enter a service category to further qualify coverage limits.

A service organization performs three different kinds of work. They define three work codes representing them: REPAIR for repairs, INST for installation, and PM for preventive maintenance.

They also set up three service categories: Labor1 for labor, Item1 for items, and Expense1 for expenses. Now they can set up different levels of coverage for each kind of work for labor hours, items consumed, and expenses. Sample Work Code and Service Category Combinations shows the basic scheme for these work code and service category combinations.

You can define different coverage percentages and limit amounts for each service category under a work code. For example, for the REPAIR work code, you define:

Using these definitions, Limits by Work Code and Service Category defines a grid of sample work code and service category combinations.