Entering a Service Order - Del Terms Card
- Del. Terms
- Paste Special
Delivery Terms setting, Sales Orders module
- Default taken from Customer (Sales Del. Terms)
- Specify the Delivery Terms for this Service Order here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- For each Delivery Term record you can specify an appropriate description in different Languages: the Language for the Service Order (below) will therefore determine the translation to be printed on any Delivery Notes produced from the Order.
- Language
- Paste Special
Languages setting, System module
- Default taken from Customer
- The Language Code determines the text to be transferred from various registers and settings, for example the Item Name, text for Payment Terms and Payment Mode, the selection of document forms etc. Leave the field blank to use the base Language.
- You can also use the Language to determine the Form that will be used when you print the Service Order, and the printer that will be used to print it. This can include sending the document to a fax machine, if your hardware can support this feature. Do this in the 'Define Document' window for the Service Order document, as described here. You can change the Language before printing the Service Order, to ensure it is printed on the correct printer or fax machine.
- VAT No.
- Default taken from
Customer
- The Customer's VAT registration number. It is important that this field contains a value if the Customer is in the "Within EU" Zone as this information is then required for EU VAT reporting purposes.
- Price List
- Paste Special
Price List register, Pricing module
- Default taken from Customer or Customer Category
- The Price List specified here will be copied to all Work Sheets related to this Service Order. There it will determine the pricing of labour and spare parts to be charged to the Customer.
- Del. Mode
- Paste Special
Delivery Modes setting, Sales Orders module
- Default taken from Customer (Sales Del. Mode)
- Enter the mode of shipping used for this Order. Examples might be Post or Courier, or might specify the name of the courier that you will use to supply the goods on the Order.
- For each Delivery Mode record you can specify an appropriate description in different Languages: the Language for the Service Order (above) will therefore determine the translation to be printed on any paperwork produced from the Service Order.
- Invoice To
- Paste Special
Customers in Customer register
- Default taken from Customer
- If any Invoices arising from this Service Order are to be sent to another company, such as a leasing company or a parent company, enter the Customer Number for that company here. That company must have their own record in the Customer register. The default is taken from the Invoice To field on the 'Terms' card of the Customer record.
- Object
- Paste Special
Object register, Nominal Ledger/System module
- Default taken from Customer
- You can assign up to 20 Objects, separated by commas, to a Service Order and all transactions generated from it. You might define separate Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that can be used in Nominal Ledger reports.
- The Objects specified here will be copied to the Object field on the 'Terms' card of all Invoices raised from this Service Order. In any Nominal Ledger Transactions generated from those Invoices, these Objects will be assigned to the credit posting to the Sales Account, to the debit posting to the Cost Account (if you are using cost accounting) and to the debit posting to the Debtor Account (if you are using the Objects on Debtor Account option in the Account Usage S/L setting).
- The Objects specified here will also be copied to the Objects field on the 'Contact' card of all Work Sheets created from this Service Order. In any Nominal Ledger Transactions generated from those Work Sheets, these Objects will be assigned to the debit posting to the Stock Cost Account.
- Order Class
- Paste Special
Order Classes setting, Service Orders/Sales Orders modules
- Enter the Order Class for the Service Order (if any). Order Classes permit the analysis of Service Orders for reporting or prioritising.
- Salesman
- Paste Special
Person register, System module
- Default taken from Customer or current user
- Enter the initials of the Salesman responsible for the Service Order here. These initials will appear in the Person field in any Activities generated from the Service Order using the 'Create Activity' Operations menu function.
