--- title: "Services" canonical: "https://wiki.soft1.eu/space/SS5EN/12060349/Services" format: markdown --- ## Service Parameters If you wish the service codes to have a certain format, you must update field or click on the hyperlink to specify the parametric code generation format. Similarly, if the service operates in combination with another (as a set), you must also complete .  - <**Retail_VAT**> Refers to the default price during services invoicing. If you select (Yes) in this parameter, then the retail price includes VAT - <**Check expiry date in Sets**> Complete this indication if you wish, during document posting, to run of the set. - <**Last purchase price**> includes a discount, or not.  If in purchase document type you have set field uses price = Last purchase price, then the relevant price will be provided as default. - <**Default data**> display the default grouping zone (aging) in reports. - <**Copy to other companies**> refers to the ability to copy the code of the new service to other companies, while field <**Search by**> determines whether during copying a check of the main code is to be run.  ![image](media://25b243c3-74d1-489e-aec7-a3a15c8f5402) ## Design transactions and document types  ### Design service transactions ![image](media://b1876f5b-5de1-47bb-b810-42f535cf5b35) In order to define the quantitative and value transactions that will update the financial data of services according to the type of transaction, go to Parameters - Services - Transactions design. Use "New entry" to create a new transaction, where you type its code and name (i.e. Service rendering invoice, etc). On page <**Behavior**> specify whether the transaction will increase, or decrease quantities and/or values of imports/exports. If left [blank], no action will be performed. is a field completed automatically through , which you can modify as appropriate.  In detail: - [Quantities of imports (**Inv [In] qty**)]: parameter that determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to import quantities. - [Imports values (**Inv [In] value)**]: parameter that determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to import values. - [Quantities of exports **Inv [Out] qty**]: parameter that determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to export quantities. - [Exports values **Inv [Out] value)**]: parameter that determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to export values. - [Quantities /values of services received]: this parameter determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to service reception quantities/values. - [Quantities /values Services]: this parameter determines whether the transaction shall lead to an increase or decrease (or no change) in the financial data of the service related to service quantities/values.   On page <**Aggregates**> you can set the effect of the specific transaction for each one of the aggregates used for the trading parties. ### Design document types (Sales - Purchases) In order to determine the Types of the document related to service provision, select the parameters of sales and respectively the purchase parameters, if this refers to the reception of a service. Here, the only difference compared to the other types that refer to items is that in field 'Document use' you must set indication 52, which corresponds to services, and you must connect the appropriate service transaction. ![image](media://38b15a0b-6f09-4b4c-a805-a1b4851a0862)   ## Posting and use of services   ![image](media://e2db36bd-e085-42e1-a150-4d70a778ecfa) <**Services**>: Here you can set the service codes, completing at least the required fields, code, name, Unit of measurement (UOM), VAT (red fields).  In the services file you can set the set of services, provided there is set management. You have the option of automatic substitution of the set both for purchases and sales. When during the purchase or sale you wish to substitute the service with the consumptions (sets lines) defined in the set, the relevant fields must have value [Yes]. From the related jobs you can select the display of financial data, service transactions, as well as the purchase and sales history.   <**Services Set**>: Here you can post the sets of services. Enter the code and name, as well as the start and end dates, if you want the system to run a relevant check on the ending date. ![image](media://4a855c8a-b86e-4777-afc7-b6d54905abce) Then complete the service created by the consumption of services completed in the lines at the bottom of the screen.  If you are managing service sets, you should know the following 2 jobs from Special jobs in the services menu: 1. **Calculate service levels** : Run this job before executing cost calculation, in case there are multiple levels of service creation, ie when a service is created from others while at the same time this service participates as a consumption for the creation of another service. 2. **Service cost calculation**: Select only the cost calculation period. The data are drawn from the standard cost of the services involved as consumptions during set creation.