Call Line Detail Frames

When you leave the Billing Summary frame, you enter a sequence of frames similar to Call Activity Recording. First a line item selection frame displays. After you select a call line to review or update, labor and expense frames display first, then item usage frames. After you make changes and complete the trailer, the system recalculates the invoice and redisplays the summary frame.

The various detail frames let managers or supervisory personnel examine the CAR data and adjust prices before invoicing the customer.

When you leave the Billing Summary frame, the Call Selection frame displays, as shown in Call Selection Frame. Call ID, Bill-To, and End User are output only.

In the Item Selection frame, you can select a call line with activity to be invoiced. Other line fields are output only. Use Next/Previous to scroll through call lines. The Item Detail frame displays information related to the selected line. This example displays item detail for line 1.

The Item Selection information defaults from Call Activity Recording and the price and cost on the Billing Summary frame. The system calculates the total fields from the detail information. You cannot modify total fields. Make changes to prices or covered amounts at the detail level.

Line number refers to the call line in Call Maintenance or Call Activity Recording.

Output only. Displays the number of the item being serviced on this call line.

Output only. Fix indicates whether or not you repaired this item at a fixed price. You enter this value in Call Activity Recording.

Output only. Qty Repaired is the total of this item that you repaired in this call. You enter this value in Call Maintenance or Call Activity Recording.

Output only. The amount you bill the customer for this call line. Use Net Price to track margins and compare service costs and coverage costs.

Output only. The cost of service for this call line. This can be zero, less than, or greater than the net price for the item. Use Invoice Cost to track margins and compare service costs and coverage costs.

The product line for the income you generate from servicing this line item. The revenue product line and the item product line can be different. The system finds a default revenue product line from product lines you define in Revenue Product Line Maintenance, using the call line’s service type and work code, and the item’s service group or product line.

If no revenue product line exists, the system uses as a default either the service type’s product line or the item’s product line, based on Use Item Prod Line in SSM Accounting Control. If Modify Sales Accounts is Yes in SSM Accounting Control, you can modify the sales and sales discount accounts of this product line.

If Yes, you can review or update the call line’s comments. After you select or enter comments, you can specify where you want to print them.

Defaults from the value of Taxable in CAR and sets the default for each line of detail. See Taxes in SSM for details on how the system calculates taxes in call invoices.

The tax class of the detail records affects tax calculation.

If Fix is No, you can edit this field. It defaults from the item’s unit of measure in the item master. For non-inventory items, UM is blank. If Fix is Yes, the fixed price unit of measure in Call Management Control displays.

The system displays the Sales and Sales Discount accounts. These accounts default from the revenue product line unless you define alternate accounts in Sales Account Maintenance (1.2.17).

You can modify these account components only if Modify Sales Accounts is Yes in SSM Accounting Control.

• Credits the Sales account with the total sales amount, minus discounts or tax-included amounts. The system records this amount in sales history and uses it to calculate commissions and terms discounts. To distinguish it from other sales activity, the system stores sales history for call activity with a type of R, repair.

• Debits the Sales Discount account for the total sales amount minus the extended list price.

See Detailed Accounting in CIR for more details about account usage.

Enter an optional code identifying the general ledger (GL) project associated with the sales and sales discount amounts for this call line item. These fields default from CAR. The sales and discount project are typically the same.

The system verifies that the project exists and is active and that it is valid with the other account components.

See Project Codes in CAR for more information.

For inventory items, displays the first line of the item’s description in Item Master Maintenance.

If you specify a fixed price for this line item on the call’s price list, it displays here. The fixed price displays even if Fixed Price is No for this service activity. Use this as reference if you provide fixed price repairs as an alternative to contract and warranty coverage.

For this line item, the total of all list prices for items, expenses, and labor. If any part of this service is covered, Total List Price is more than the net price in the Item Selection frame.

The amount of service activity covered by the contract, warranty, or service type. The system calculates net price in the Item Selection frame from the total list price minus the covered amount.

The serial number of the repaired item displays.

The work code for the repair, recorded in Call Maintenance or Call Activity Recording.

The service group of the item, which you define in Service Item Maintenance.

The line item’s site in CAR. Site determines the From zone when the system calculates tax data for this line item.

After you click Next to accept and move past the call line frames, the Labor/Expense Totals frame appears. You can review labor and expenses recorded in CAR for each call line. Labor and expense details display by invoice sort.

After you enter an invoice sort, you can review its detail lines in the Labor/Expenses frame.

Enter an invoice sort associated with the labor and expense service categories recorded for the line item. When you select an invoice sort and press Enter, the system fills in the cost and price and displays the Labor/Expenses frame.

Output-only field displaying total labor or expense costs for the invoice sort.

Output-only field displaying the net price of details recorded for this invoice sort. This is the amount you bill the customer.

Use this field to select the line of detail summarized by this invoice sort that you want to review. Use Next/Previous to scroll through lines.

Output-only field displaying the line’s service category.

Output-only field displaying the number of units of this service category recorded in CAR.

Output-only field displaying the price of one unit of this service category. To modify the price, set Detail to Yes.

Note: Fixed price service uses one price and you cannot modify prices for individual details.

If Yes, the next frame is the Labor/Expense Detail frame.

If Det in the Labor/Expenses frame is Yes, the Labor/Expense Detail frame displays when you click Next to accept the labor or expense values. Output-only fields display values updated in Call Activity Recording.

Output-only field displaying the line’s service category.

Output-only field displaying the charge code for this labor or expense line.

Output-only field displaying the total cost for this labor or expense line.

The price for one unit of this service category. You can modify the price, unless you are providing the service at a fixed price. Fixed price service uses one price and you cannot specify prices for individual details. Changes you make here display in Call Activity Recording, and the system recalculates the invoice’s net price.

To control changes, apply field security to this field.

Output-only field displaying the number of units of this service category recorded in CAR.

Displays the covered amount for this labor or expense line for review or update. Changes you make here display in Call Activity Recording, and the system recalculates the invoice’s net price. To control changes, apply field security to this field.

Displays the description of the standard operation or operation step from a routing. For expenses, Description is blank unless you entered a description in CAR. You can modify description, but changes are not reflected in CAR.

If Yes, the system calculates taxes for the line. The default depends on the taxable status of the call line and whether the line is a fixed repair.

• If this is not a fixed price service and the taxable status of the call line is No, the taxable status of detail record is No and you cannot change it.

• If this is not a fixed price service and the taxable status of the call line is Yes, the taxable status of the detail record defaults from the value in Service Category Maintenance for the service category.

• If this is a fixed price service, the system calculates tax at the call line level. The taxable status of detail record is the same as the call line’s status and you cannot change it.

See Taxes in SSM for details on how the system calculates taxes in call invoices.

The tax usage defaults from the tax usage in the header. However, when Legal Document Control (7.10.24) contains specific settings and the service category has a different tax usage set in Service Category Tax Detail Maintenance (11.21.21.15), this tax usage overrides the one in the header.

Enter a tax class previously defined in Tax Class Maintenance (29.1.5). GTM tax classes help determine the tax environment (set of tax types) for the transaction.

Tax Class defaults from Service Category Maintenance. If the current call line is not taxable or is a fixed price service, Tax Class is blank and you cannot change it.

Yes displays the comments transaction frame, where you can review and update comments entered in Call Activity Recording for labor/expense transactions.

After you review labor and expense invoice sorts, you can review item usage. The two frames are similar.

When you select an item invoice sort in the Item Totals frame and press Enter, the system fills in the cost and price and displays the Item Usage frame. You can review each detail line for an item invoice sort in the Item Usage frame. Output-only fields display information from Call Activity Recording.

In CAR, you can issue, return, and exchange items on the same line of detail. To ensure proper tax detail, CIR displays these actions as separate records.

Enter an invoice sort associated with the items you used to repair the call line item. The invoice sort must be type I, for item. When you select an invoice sort and press Enter, the system fills in the cost and price and displays the Item Usage frame.

Output-only field that displays the total cost for items in the invoice sort.

Output-only field that displays the total net price for items in the invoice sort. This is the amount you bill the customer. Service coverage can make the net price less than the list price.

Use this field to select the line of detail summarized by this invoice sort that you want to review. Use the up and down arrows to scroll through lines.

Output-only field that displays the inventory item number you used in this service activity.

Output-only field displaying the number of units you used of this item.

Output-only field displaying the number of units you returned of this item.

Output-only field indicating if you specified an exchange credit for returned items.

Controls whether or not the Item Detail frame displays next.

Output-only field displaying the item’s service category.

Output-only field displaying the charge code for the item issued.

Output-only field displaying the total cost for this issue line. This field is zero for items you return or exchange.

The price for one unit of this item as you entered it in Call Activity Recording. You can modify the price unless you are providing this service at a fixed price. Fixed price service uses one price for the line and you cannot specify prices for individual details. To control modifications, apply field security to this field. If you make changes, the system displays them in Call Activity Recording, and recalculates the net price for the invoice.

Output-only field displaying the number of units of this item you used in Call Activity Recording.

Displays the covered amount for the items on this line as you entered it in CAR for review or update. To control modifications, apply field security to this field. If you make changes, the system reflects them in Call Activity Recording, and recalculates the net price for the invoice.

Output-only field displays the serial number if you issued or returned one serialized item.

Description of the issued item as you entered it in Item Master Maintenance or modified it in CAR. Description can be modified, but changes are not reflected in CAR.

Indicate if the system calculates taxes on this line of detail. The default depends on the call line’s taxable status and whether or not this is a fixed price repair.

• If this is not a fixed price service and the line’s taxable status is No, the system sets the taxable status of all detail records to No and you cannot change it.

• If this is not a fixed price service and the line’s taxable status is Yes, the taxable status for items defaults from the value in Item Master Maintenance.

• If this is a fixed price service, the system calculates tax at the call line level. The system sets the Taxable field at the detail level to the value of the call line and you cannot change it.

See Taxes in SSM for details on how the system calculates taxes in call invoices.

Enter a tax class previously defined in Tax Class Maintenance (29.1.5). GTM tax classes help determine the tax environment (set of tax types) for the transaction.

Tax Class defaults from Item Master Maintenance. If the current call line is not taxable or is a fixed price service, Tax Class is blank and you cannot change it.

If Yes, you can review or update comments you recorded in Call Activity Recording for the service detail.

For items that you return for an exchange credit, a frame displays that is slightly different from the Issue Detail frame. This section describes only the fields that are different.

Displays the amount of credit you specified in CAR for this exchange. If you make changes here, the system reflects them in Call Activity Recording and recalculates the net price for the invoice. To prevent price from being modified, apply field security to this field.

Output-only field displaying the number of items you are exchanging.

Output-only field displaying the serial number of the exchange item. This field has a value only when you return one serialized item in CAR.

After reviewing the invoice detail, the trailer frame displays. This is the same frame that displays for standard sales orders that you create in Sales Order Maintenance (7.1.1).

Most trailer fields default from the bill-to address and have the same function as in sales orders. These fields include Discount Percent, CR Initials, Credit Card, Action Status, Partial OK, and Ship Via. By default, CIR uses the taxable and nontaxable trailer codes in SSM Accounting Control.

You can review and edit tax detail in the trailer. Unlike a sales order, multiple lines of detail can exist for each call line.

In Call Invoice Recording, you create the invoice after you consume the items, rather than before they ship as in sales orders. For this reason, some trailer fields are not relevant in CIR, such as Ship Via, FOB Point, and Partial OK.

Use SSM/LD Call Shipper Confirm (11.1.1.29) to create legal document numbers for legal document lines created using Call Invoice Recording. This program is only used when the following settings in Legal Document Control (7.10.24) are active:

When these setting are active, Call Invoice Recording creates legal documents and invoices, but does not assign legal document numbers. Assign separate legal document numbers for each shipper associated with a call by running SSM/LD Call Shipper Confirm.

Enter the call ID containing the shipper to confirm.

The date of this shipment. The default is the system date. The effective date determines the date of the GL transaction to inventory. The effective date has no effect on the inventory balance update, which is updated immediately.

Carrier/Ship Via/FOB Point/Mode of Transport/Carrier Shipment Ref/Vehicle ID/Payment Type/Carrier Account

These fields appear on various printed documents.

Set the Multi field to Yes if this shipment requires more than one carrier. The system prompts you for additional carriers.

Enter a valid document format of a type applicable to shippers, or leave this field blank. If the document format is edited for a shipper marked as having been printed, the system issues a warning message, but lets you continue.

Consolidate indicates whether this shipment can be consolidated by transactions of a given type. Enter No to prohibit consolidation. Enter Optional to allow but not require consolidation. Enter Yes to require consolidation.

The Language field contains the default language for retrieving header, line item, and trailer comments with the shipper.

Choose Yes in Comments if you want to attach any information about this document. The Master Reference field defaults to the document format of the shipper, and the Language field defaults to the language of the shipper. This enables you to copy comments associated with the document format to the line item of the shipper.

Optionally enter the driver name of the carrier’s vehicle. This field is for reference only and appears on some legal documents.

Optionally enter the license number of the carrier’s vehicle. This field is for reference only and appears on some legal documents.

Specify whether to print shipper comments on the legal document.

Choose Yes to immediately print the legal document along with the shipper. If you choose No, you can print the legal document later using Legal Document Print (7.10.4).

This value defaults from the Print Legal Document option in Legal Document Control (7.10.24).

Specify how many copies of legal documents you want to print.

Enter a code indicating the amount of space the inventory occupies.

Enter a unit of measure in which the net weight is expressed, such as CF, SF, CM. This field is validated against predefined values entered in Generalized Codes Maintenance for field pt_size_um, if any.

Select this field when you want to verify or change the fiscal data. The fiscal data in the shipper is used in the legal document.

When prompted for a legal document sequence ID, accept the default sequence ID or specify another one assigned to the current site.

SSM/LD Call Shipper Unconfirm (11.1.1.30) enables you to unconfirm the confirmation. This program cancels the legal document and creates a debit note on the financial side. To unconfirm a shipper, enter the ship-from ID, the original shipper that was generated in Call Activity Recording, and the relevant dates.