Use the operation number to track the sequence of tasks for a service, much like a routing sequence. By default, operation numbers start with 10. If a routing is associated with the call line, its operations display for update.

You can record multiple items per operation but only one line of labor or expense. To specify several service categories, associate each with a separate operation number.

Define standard operation codes with Service Std Operation Maint (11.19.21). If you enter a service standard operation code, the system displays the default service category and quantity. If the standard operation uses a BOM, the system prompts you to load the items on the BOM for this operation. To calculate labor costs, the system uses the labor rate of the work center for the operation.

After you record a line, you can change the operation only by deleting the line and reentering it.

Defaults from the Item Selection frame. The system uses the work code:

If you change the work code, the system recalculates the default charge code.

Enter a service category defined in Service Category Maintenance with one of the following fields set to Yes: Labor, Expense, Travel Labor, or Travel Expense. For standard operations and operations in service routings, the service category defaults from the operation. Otherwise, it defaults from Default Labor Svc Cat in Call Management Control.

The system uses the service category:

If you change the service category, the system recalculates the default charge code.

After you save a labor or expense record, you can modify the service category only to one of the same type. You cannot switch a labor or travel labor category to expense or travel expense.

Enter the number of units of the service category that you used. For labor, the units are hours. For expenses, the quantity is in units of the service category. If you use a standard operation or generate the operation from a routing, quantity defaults from the operation run time. The system uses quantity to calculate the extended price as follows:

After labor and expenses have been processed, you can increase the quantity used for an operation but you cannot decrease it. To correct an overissue made by mistake, open a new operation and enter a negative quantity. Processing this new line creates reversing GL transactions.

See Correcting Report Errors.

The default charge code is based on several factors. If you define the work code as fixed price, the Fixed Billable charge code from Default Charge Code Maintenance (11.21.21.13) displays.

If this is not a fixed repair, the system uses the under- or over-limit charge code for the coverage limits of the contract or service type. The default depends on the operation’s extended price and, for contracts only, the amount you have previously applied to the limit.

If the limits have no associated charge codes, the system selects a default charge code depending on the source of coverage (contract, warranty, or call default service type) and whether the operation is over or under limit.

With some restrictions, you can change the displayed value, but you cannot change between a non-fixed and fixed repair charge code. The system uses the charge code to determine the charge product line and the GL accounts that this service activity affects.

See Changing Charge Codes for details on changing system defaults.

Defaults from the header’s Detail setting. Set Det (Detail) to Yes to display the Detail frame, which shows more labor and expense data.

Defaults to No unless the operation has items—for example, a BOM code for a routing operation. Set Items to Yes to display an Item Usage frame so you can record items you consumed in the operation.