Sales Orders > Sales Order Processing > Sales Order Entry > Service Charge Lines

Service Charge Lines

You use this program to capture a miscellaneous charge line by retrieving details assigned to a service charge code.

Service charge codes are defined using the Service Charge Maintenance program.

Service charges can also be configured against a stock item. When you have completed the capture of a stocked line, the system automatically displays these service charges for you to either accept or ignore.

Minimum order value service charges are automatically applied to sales orders when the order value is less than the value defined against the Minimum order value field for the customer (refer to AR Customer Maintenance - General Details - Minimum order rules for additional details). You cannot change this charge or end the order without applying it if you do not have access to the activity: S/O Allow override of minimum order validation rule (Operator Maintenance). Minimum order value service charges are only automatically applied once to an order.

Service Charge Lines

Field Description
Charge code

Indicate the service charge code you want to use.

If you are processing a labor service charge from the Part Billings program, then this defaults to the charge code defined against the work center (Browse on Work Centers). If no service charge code is defined against the work center, then the default code defined at the Default labor service charge code field (WIP Setup - General 2 tab), is displayed.
Accept

Select this to add the service charge to the order line.
Ignore

Select this to discard the service charge entry.

This option is not available for Miscellaneous Service Charges.
Cancel

Select this to return to the previous screen.

Service Charge lines

Field Description
Charge code

This indicates the service charge code you are currently processing.
Calculation type This indicates the calculation type defined against the service charge code (see Service Charge Maintenance).
Description This indicates the description configured against the charge code (Service Charge Maintenance).
Quantity

This field is enabled when you process a labor service charge using the Part Billings program or when you process a returnable item miscellaneous charge.

When you process a labor service charge, then you use this field to enter the labor time in units. This defaults to the sum of the total time issued to date (i.e. the sum of run time issued, setup time issued, startup time issued and teardown time issued) less the total time billed to date. If you are processing a labor service charge, then this is the default description for the field, but is replaced by whatever wording you entered in the Prompt for time field for the charge code (Service Charge Maintenance).

When you process a returnable item service charge, then you use this field to enter the quantity of the returnable item that you want to bill. This quantity is adjusted by the value defined in the Quantity factor field (Service Charge Maintenance).

You will be unable to change this quantity if the activity: S/O Allow change of quantity for labor service charge is denied against your operator code (Operators - Security tab).
Unit price Enter the unit price that you want to assign to the charge line.

When processing a miscellaneous service charge, you can only access this field if the calculation type is User defined, Labor or Returnable item.
Unit cost

Indicate the actual cost of the service charge, shown in the local currency.

[Note]

You can only access this field if the calculation type for the charge code is configured as: Fixed value.

If you are processing a labor service charge from the Part Billings program, then this is calculated from the total labor cost (value issued to date less value billed to date). This is not a unit cost, but is the outstanding amount from the allocation and cannot be changed.

If you are processing a returnable item service charge, then the cost is determined from the returnable item's stock code at the time of invoicing. Before the item is invoiced, the cost is therefore displayed as zero. This cost cannot be changed.
Value

Indicate the amount you want to charge your customer for the service.

You can only access this field if:

  • the calculation type for the charge code is configured as: Fixed value OR

  • the calculation type for the charge code is configured as: User defined and you have not been denied access to the activity: S/O Allow change of value for user defined service charge (Operators - Security tab)

If you are processing a labor service charge from the Part Billings program, then this defaults to the Unit price defined against the service charge code (Service Charge Maintenance) multiplied by the Quantity. If this value exceeds the Maximum charge defined against the service charge code ((Service Charge Maintenance)), then the Maximum charge amount is displayed in this field.
Cost

Indicate the actual cost of the service charge, shown in the local currency.

You can only access this field if the calculation type for the charge code is configured as: Fixed value.
Percentage

Indicate the fixed percentage amount assigned to the charge code.

This enables you to base the charge on a fixed percentage of the stock item's line value.

If the order line is subject to a Trade Promotion price, then Service Charge percentage is calculated on the Trade Promotion price.

The charge is applied after any line discounts or tax has been calculated.

This field is not enabled if you are processing a labor service charge from the Part Billings program.
Returnable item This indicates the stock code for the returnable item.
Warehouse This indicates the warehouse to use for a returnable item. This option is only enabled if you defined a Returnable item warehouse (Sales Order Setup - General 1 tab).
Product class This indicates the product class to use for the service charge (see Browse on Product Classes).
Tax information  
Taxable Select this if the charge line is taxable.
[Note]

You can only access this field if the customer is taxable (Browse on Customers) and the order is taxable (Sales Order Header Maintenance).
Tax code Select this to indicate the tax code (and associated percentage) that you want to apply to the transaction.
[Note]

  • You can configure a default tax code for miscellaneous charges and credit notes (Tax Options).

  • For credit notes, you can also indicate that stocked lines must use the tax code held against the stock item and that service charge lines must use the tax code held against the service charge.

    You achieve this by selecting the option: Use tax code from stock item or service charge for credit notes (Sales Order Setup).

    • Credit notes processed for miscellaneous charge lines will use the default tax code for credit notes (Tax Options).

      If no tax code is held against the stock item or the service charge then the program will use the default tax code for credit notes (Tax Options).
GST Taxable Select this to indicate that the charge line is GST taxable.
[Note]

You can only access this field if your nationality code is set to CAN (System Setup) and you enabled the tax option: Canadian GST required (Tax Options).
GST code Indicate the tax code to use to calculate the Canadian GST tax for this transaction.
[Note]

You cannot to access this field if you selected the option: Non taxable at the Canadian GST field against the customer (Browse on Customers) or you indicated that the invoice is non-taxable (Sales Order Header Maintenance).
Tariff code Indicate the default tariff code to use for the service charge.

The tariff code is added to the miscellaneous charge line on the sales order and can be printed on the EC Sales Report - Aggregate report.

This only applies when using EC VAT (Tax Options) and the service charge is not a labor or minimum order value charge.

For a returnable item service charge, this defaults to the tariff code defined against the returnable item (Stock Code Maintenance).

Notes and warnings

Coding considerations

  • If you want to include service charges for returnable items associated with a stocked item in a SCT order, then you must select the option: Include in Supply Chain Transfer (Sales Order Setup - General 1 Tab).

Restrictions and limits

  • When the option: Include charge line in invoice total is disabled against the service charge code (Service Charge Maintenance), then no General Ledger journal is created for the service charge.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.