Set up Periodic Agreement Services

Periodic services are those with a pricing method of Periodic.

If you have not yet set up the agreement, you must do so before you can proceed here.

You can set up periodic services that are billed with the agreement or periodic services that you bill separately. Services that are not billed separately are included in agreement billings. The agreement's billing frequency will determine the charges included in the billing. Services that are billed separately require that you set up a billing schedule before you activate the related agreement. The system uses the billing schedule during the periodic billing process to determine which services defined for the work schedule are due for billing, as well as the amount to bill.
Note: You can also set up agreement services directly in the Work Schedule grid; however, to set up work schedules, billing schedules, required resources, and/or amortization schedules for the service, you must use SM Service.
  1. Open the SM Agreements form.
  2. In the Agreement field, enter the agreement for which you are defining services.
  3. Select the Work Schedule tab and double-click in the grid to open SM Service.
  4. In the Service Seq field, enter N, New, or +; the system automatically assigns the next available sequential number.
  5. In the Description field, enter a description of the service.
  6. In the Service Site field, enter the service site to which this service applies or press F4 to select from a list of valid service sites for the specified customer.
  7. In the Assigned Tech field, enter the technician for this agreement service. If the technician is Active in SM Technicians and PR Employees, the system automatically creates a single trip on work orders generated from this agreement service, with this technician designated.
    If you leave this field blank, the system will not automatically create trips for work orders generated from this agreement service, and will assign the primary technician designated for the service site as the Lead Tech on work orders.
  8. In the Call Type field, enter the call type for the service or press F4 to select from a list of valid call types.
  9. In the Service Center field, enter the service center that will perform this service if different than the service center defined for the service site (in SM Service Sites) or customer (in SM Customers).

    If you select the Post Revenue to Service Center or Division Dept checkbox (in Step 17), entry in this field is required. For additional information, see the F1 help for Service Center Override.

  10. If you entered a service center in the Service Center field, use the Division field to enter the division that applies to the service or press F4 to select from a list of valid divisions for the service center.
    Leave blank if not applicable.
  11. From the Tax Source drop-down, select C-Service Center or S-Service Site to indicate where to default the tax code from for work completed lines entered on a work order for this service.
  12. From the Pricing drop-down, select P-Periodic.
  13. In the Price field, enter the price for the service.
  14. Select the Bill Separately checkbox if you will be billing this service separate from the agreement.

    Leave unselected if you will be billing this service with the agreement.

  15. In the Billing Reduction field, enter the amount by which to reduce the amount to bill for this service.

    Leave this field blank if billing the full amount of this service.

  16. Select the Post Revenue to Service Center or Division Dept checkbox to have billing revenue for this service posted to the service center department. When selected, entry in the Service Center field is required.
    Leave this unselected if billing revenue should be posted to the department assigned to the agreement's designated agreement type.
  17. Select the Separate Work Order checkbox to always generate a separate work order for this agreement service.
    Leave this checkbox unselected to combine this agreement service on a single work order with other services when applicable. See the F1 help for more information.
  18. The Matl Tax Override drop-down defaults the option specified for the agreement (in SM Agreements). Accept the default or select the tax type default to use when entering material-related work completed for a PM work order for this service.
    • Blank
    • N-No Tax
    • S-Sales Tax Only
    • Use Tax Only
    Note: If you leave this field blank, the system uses the standard tax type defaulting behavior. For more information, see the F1 Help.
  19. The Tax Option Override drop-down defaults the option specified for the agreement (in SM Agreements). Accept the default or select how to handle taxes for materials purchased for a work order associated with this agreement service. For more information, see the F1 Help.
    • N - Not Taxable
    • P - Taxable at Purchase Only
    • B - Taxable at Billing Only
    • M - Taxable at Purchase/Markup at Billing
    • F - Full Tax at Purchase and Billing
  20. Save the record.
Once you have completed setting up the agreement service, you can set up summarized cost estimates, work schedules, required tasks and resources, and billing schedules (billed separately services only). If you are deferring revenue, you can also set up amortization schedules (billed separately services only). Select the links below for more information.

Entering Summarized Cost Estimates for Agreement Services

Setting up Service Work Schedules

Setting up a Billing Schedule Automatically

Setting up a Periodic Service Billing Schedule Manually

Setting up Required Tasks

Setting up Required Resources for an Agreement Service

Setting up an Amortization Schedule Automatically

Setting up a Service Revenue Deferral Schedule Manually