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SedonaSetup Application Service Setup Tables/Options
Service Companies - Field Definitions
Create one record for each company that provides service to your customers; this would include sub-contractors which are referred to as Service Providers in SedonaOffice. If the Service Company is a Service Provider, you must first create a Vendor record in the Accounts Payable module and set the Vendor Type to Service Provider.
Company Detail Form
Code – Enter the code for the Service Company. This may be an abbreviation or the full name (up to 25 characters) for the Service Company.
Description - Enter the description for the Service Company. You may enter up to 50 characters in this field. The information entered into this field will print in the upper left area of Service Tickets.
Ticket Form – Select the Standard form from the drop-down list.
Vendor – Bypass this field if this Service Company is not a subcontractor. If the Service Company was created from a Vendor that has a Vendor Type of Service Provider, this field will automatically be populated with the corresponding Vendor Code.
Warehouse – Select the main warehouse location for the Service Company. This field is not used for Service Providers.
Category – Select the Category from the drop-down list that will be used when saving income and expense transactions for the service tickets assigned to this Service Company.
COGS Acct – Select the G/L Account number from the drop-down list that will be used to record inventory part expense transactions to the general ledger for service tickets assigned to this Service Company.
Expense Inventory on Service Tickets – If this option is selected, inventory parts will be expensed for each service ticket. If this option is not selected, inventory parts will be expensed at the Service Company level.
When Invoiced – If the Expense Inventory on Service Tickets option was selected, by selecting this option, inventory parts will be expensed when the service ticket invoice is created. If this option is not selected, inventory parts will be expensed when the service ticket is closed.
Critical Message – Optional. If a message is typed into this text box, the message will be displayed to the User whenever creating or accessing a service ticket assigned to this Service Company.
Expires On – If a Critical Message is entered you have to option of entering the date on which this message will no longer be displayed to your Users. If the Expires On date is left blank, the message will display indefinitely.
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