|
You are here : Purchase > Purchase Masters > Item Master - Service Item Master - Service |
IMMS provides a separate master to add and maintain various Services that a company may sell or purchase. A comprehensive screen that saves information related to a service such as its delivery lead time, whether indent is required or not before purchasing it, various Vendors who provide the service and their respective rates.
A list of already defined Service Items will be displayed as follows-
Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.
Service Items can be added, edited, deleted and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
To 'Add' a Service Item, click on the 
button and to 'Edit', click on the 
icon on its corresponding record. Click on the 
icon to delete a particular Service Item. To view details of a particular Service Item, <DoubleClick> on that record. As a result, following screen will be displayed -
(Type : Alphanumeric, Length : 25)
While 'Adding' a new Service, enter its unique Code. This is the Code by which a Service will be referred to throughout IMMS.
In case of 'Edit', and 'View' modes, Service Item Code will be displayed automatically for the selected record. You can NOT change it.
(Type : Alphanumeric, Length : 50)
While 'Adding', enter the full description of the new Service.
In case of 'Edit', and 'View' modes, Description of the selected Service Item will be displayed automatically. You can change it in 'Edit' mode.
Specify the Unit of Measurement for the selected Service.
While 'Adding', click on the field to access a list of already existing Unit of Measurements defined though Codes Master - Entry (Code Type = 'UM') option in Administrator Tools Module. Select your desired Unit of Measurement from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the UOM.
In case of 'Edit', and 'View' modes, IUOM of the selected Service Item will be displayed automatically. You can change it in 'Edit' mode.
Specify the Class such as Raw Material, Capital Goods, Finish Good, Scrap, Consumables and many more to which the selected Service belongs to.
While 'Adding', click on the field to access a list of already existing Classes defined for Service Items though Class/Sub-Class Master option in Administrator Tools Module. Select your desired Class from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Class.
Please note that only those Classes will be displayed from Class/Sub-Class Master for which 'Nature of Item' field has been specified as 'Service'.  |
In case of 'Edit', and 'View' modes, Class of the selected Service Item will be displayed automatically. You can change it in 'Edit' mode.
IMMS allows to further specify the Sub Class such as Assembly, Casting, Plates, Pipes, Hardware etc. of the Class to which the selected Service belongs to.
While 'Adding', click on the field to access a list of already existing Sub Classes belonging to the selected Class defined through Class/Sub-Class Master option in Administrator Tools Module. Select your desired Sub Class from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Sub Class.
| Please note that Sub-Classes belonging to the selected Class will be displayed only. |
In case of 'Edit', and 'View' modes, Sub-Class of the selected Service Item will be displayed automatically. You can change it in 'Edit' mode.
Indent Required ?While 'Adding', turn the switch either 'On' or 'Off' by clicking on the flag to specify whether the selected Service requires Indent before raising Purchase Order for it or not.
In case of 'Edit', and 'View' modes, the value of the field will be displayed automatically as per the selected Service Item. You can change it in 'Edit' mode.
While 'Adding', this field will be displayed empty. Enter any description or remarks related to the new Service.
In case of 'Edit', and 'View' modes, the data in this field will be displayed automatically as per the selected Service Item. You can change it in 'Edit' mode.
Next, a grid will be displayed as follows -
While 'Adding' a new Service, a blank grid is displayed to enter Vendors who offer that Service.
In case of 'Edit' and 'View' modes, the grid will be populated with the Item's existing Vendors.
Click on the 
button to add a new Vendor. A new row will be added in the grid.
Description of the Grid -
Action
Click on the
Vendor code:
Specify the Vendor who provides this Service.
Click on the
icon to access a list of already existing Vendors defined though Vendor Master Entry option. Select your desired Vendor from the list by scrolling down to it and click on the 'Continue' button.
You can not select a Vendor that has been De-Activated through Activate/De-Activate Master option in Administrator Tools Module. The help will also not display such Vendors.
Vendor Description:
Description of the entered Vendor Code will be displayed automatically as entered in Vendor Master Entry option.
Vendor Currency:
Currency of the selected Vendor will be displayed automatically as entered in Vendor Master Entry option
UOM:
Specify the Unit of Measurement.
Click on the field to access a list of already existing UOM defined though Codes Master Entry (Code Type = 'UM') option of Administrator Tools Module. Select your desired UOM from the list by scrolling down to it and pressing <ENTER>.
UOM Description:
Description of the entered Unit of Measurement Code will be displayed automatically.
Basic Price:
(Type : Numeric, Length : 9.4)
Click on the field. Enter the basic price charged by the Vendor for the selected Service.
Discount Type:
Click on the field. Specify the Type of Discount offered by the Vendor by clicking on the appropriate option from the given list. Select either 'None', 'Percentage' or 'Value' from the available list. Select 'None' if no discount is offered. Select 'Percentage' if percentage of discount is offered and 'Value' if the discount is flat value.
Discount:
Enter the percentage of discount offered if the Type of Discount is 'Percentage'.
OR
Enter the value of discount offered if the Type of Discount is 'Value'.
In case of 'None', this field will remain empty.
Tax Structure:
Specify the Tax Structure for the Vendor. Click on the field to access a list of already existing Rate Structures defined though Rate Structure Master - Entry option. Select your desired Rate Structure from the list by scrolling down to it and pressing <ENTER>.
You can not select a Rate Structure that has been deactivated through Activate/De-Activate Master option in Administrator Tools Module. The list will also not display such Rate Structures.
Landed Price:
Landed Cost of the Service provided by the selected Vendor is calculated and displayed automatically. The calculation is as follows -
A = Basic Price - Discount
B = sum of all Tax Rates (only Excluded ) specified in the selected Rate Structure
If the Tax Rates are of Percentage type then,
X = B % of A
Landed Cost = A + X
if the Tax Rates are of Value type then,
Landed Cost = A + B
SAC Code:
(Type : Numeric, Length : 8)
Denotes the Service Account Code for the combination of Vendor and Service.
Enter the SAC Code for the Vendor and Service. It can be of less than or equal to 8 digits.
Once you have entered all the information, click on 'Save' button to save or 'Cancel' button to discard. The control goes back to the list.