Lesson 2

Creating Service Items

Back to D220: Non-Stock and Service Items OrderMgmt

Lesson 2: Creating Service Items

This lesson describes what a service item in Acumatica ERP is and how you create it. You will learn which settings of service items you need to specify so these items can be sold or purchased, and how the item settings affect sales orders and purchase orders. You will explore item settings as you complete an activity in which you create a service item.

Service Items: General Information

Non-stock items may be products that consist of no physical entity, such as services, and thus cannot be stocked in warehouses. In Acumatica ERP, you create non-stock items by using the Non-Stock Items (IN202000) form.

          This lesson focuses on non-stock items that represent services. Thus, in the rest of the lesson, service
          item refers to a service. To learn more about non-stock items representing physical entities, see Non-
          Stock Items: General Information.

Learning Objectives

In this lesson, you will do the following:

  • Become familiar with the settings and processing of a non-stock item that represents a service
  • Create a service item

Applicable Scenarios

When you are initially configuring entities and settings in Acumatica ERP, you may need to create a service item in the following cases:

  • You are going to provide a service to a customer.
  • You are going to buy services from other companies.

Service Items in Sales Orders

The sales of service items typically do not involve shipments. You can define whether a shipment is required or not by selecting or clearing the Require Shipment check box on the General tab of the Non-Stock Items (IN202000) form. For an order of a type with the Sales Order or RMA Order automation behavior and at least one line with a service item that does not require shipment you can create a separate sales invoice on the Invoices (SO303000) form.

Service Items in Purchase Orders

The purchases of service items typically do not involve purchase receipts. You can define whether a purchase receipt is required or not by selecting or clearing the Require Receipt check box on the General tab of the Non- Stock Items (IN202000) form.

To process purchase orders for service items with receipt, make sure that on the Process Service Lines from Normal Purchase Orders via Purchase Receipts check box is selected in the Other section of the General tab on the Purchase Orders Preferences (PO101000) form. If the check box is cleared, the non-stock lines of the Service type are not copied to purchase receipts and can be billed only directly from purchase orders. Lesson 2: Creating Service Items | 15

Service Items: Implementation Activity

The following implementation activity will walk you through the process of creating a new service item.

Story

Suppose that the SweetLife Fruits & Jams company wants to create a landing page (a website) that will advertise its products and services on the Internet. The company also wants the website to be visible in the search results of all popular search engines so that the customers can find it easily. To achieve these goals, the company has hired the SEO World advertising agency. The agency will create the website and promote it in the search engines. Acting as a SweetLife sales and purchasing manager, you need to create the new service item for the creation and promotion of the website and specify the needed settings for it.

Process Overview

In this activity, you will create a service item on the Non-Stock Items (IN202000) form, specify the needed settings, and save the service item.

Step: Creating a Service Item To create a service item, do the following:

  1. On the Non-Stock Items (IN202000) form, add a new record.
  2. In the Summary area, specify the following settings:
  • Inventory ID: WEBSITESEO
  • Description: Creation and promotion of a website
  1. On the General tab, specify the following settings for the item:
  • Type: Service
  • Posting Class: NONSTOCK - Non-Stock Items
  • Tax Category: EXEMPT
  • Require Receipt: Cleared You clear this check box because you do not want to record the receipt of this service item.
  • Require Shipment: Cleared You clear this check box because the company does not ship this item.
  • Close PO Line: By Amount With this option selected, a purchase order line for this item is completed and closed based on the line amount when the bill is released. You select this option because you pay a particular amount on a regular basis.
  1. In the Unit of Measure section of the General tab, specify the following settings:
  • Base Unit: HOUR
  • Sales Unit: HOUR
  • Purchase Unit: HOUR
  1. On the GL Accounts tab, in the Expense Account box, select the 60000 - Purchase Expense account.
  2. On the form toolbar, click Save.
    You have created the service item for the creation and promotion of your website on the internet. Lesson 3: Selling Non-Stock Items with Shipping | 16