Service Code Setup

Pathway: Setup > Services > Service Code

Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup here affects many areas related to servicing and billing a site.

After creating a service code, navigate to the Available Service Code Setup screen to specify its availability for a division’s service regions.

Permissions

Service Code Field Descriptions

Field	Description
Service Code Required	The unique ID for the Service Code.
Name Required	The Name of the service code that displays in customer service and on an invoice.
Line Of Business Required	Limits the service code to only be offered to accounts belonging to the selected Line of Business.
Equipment Type	Identifies the equipment used to perform the service. Selection options are dependent on the selected Line of Business.
Material Type	Identifies the type of material collected by the service code.
UOM Required	Indicates how the material is measured. It is recommended to select 'Month'.
Taxable	Indicates if the service code is taxable.
GL Account	Specifies the GL Account used to track revenue streams associated with the service code.
Proration Method	Select the proration method used for the service code.
Bill While On Credit Hold	Option to continue billing accounts even if the account's status is 'Credit Hold'. If "No" is selected, once the account is removed from credit hold (and the service is still active), the system will prorate to catch the account up in the next billing cycle.
Is AP Transaction	Select whether this Service Code is an AP transaction so that the matching invoice can be created.
Est Monthly Vol UMO	If estimation is Enabled, this is the Unit Of Measurement that will be used to measure the estimated monthly volume for this Service.
Is Shell
Pricing Model	Identifies the pricing model the service will use.
Calculate Rate Per Yard	If this Service Code requires to calculate the Rate per cubic yard.
Work Type Event Class	Required setup for routing and scheduling this service that will determine the Work Types available or used for this Service Code.
Active	Controls if the service code is available for use.
Enable Routing	Enables the service for routing. Services that do not require routing such as a monthly lock charge, should not be enabled.
Require Frequency	Requires the user to select a frequency when creating a service. If frequency is not required, servicing is offered as an 'on call' basis.
Enable Parent Service Linking	Allows for linking site services. This field displays only when the Enable Routing and Require Frequency fields are set to 'No.' If service linking will be used, enable this field for the child service that will be linked to a parent service.
Enable Driver Update	Allows a user to require a signature entry for the driver for manifested waste. Additional setup is required.
Enable Account Signature	Option to capture the customer's signature after servicing the location. Additional setup is required.
Enable Driver Signature	If enabled, prompts the driver to sign the for service the upon completion.
Enable Recurring Minimum	Only displays if the Recurring Minimum Charge Code field for the line of business is populated, otherwise this field does not display. *Important: Due to its dependence on the established line of business for the service code, this field will be visible only after saving a new service code or when editing an existing one.
Enable Work Order Minimum	Allows a user to define a minimum amount that must be charged on a work order. Additional setup is required.
Enable Rental Fee	Allows a user to define a daily inactivity rental fee on the equipment provided by the service.
Enable Default Destination	Displays the Default Destination field when adding a service. After a user makes a selection, it will auto-populate on a work order.
Enable Negative Amount	Allows a user to set a negative amount for the rate for the service.
Enable Estimate Tracking
ENBL Equipment Ownership	Allows a user to define who owns the equipment.
Enable Share	Allows a user to set this Service Code to be shared between more than one site for billing.
Enable Vendor	Records the Vendor and Vendor Rate on the service. If enabled, vendor fields are required when adding a service.
Enable Site Service Class
Enable Discounts	Option to allow discounts on a service. Additional setup is required.
Composition Material Class

Add a Service Code

Add Service Code

Clone Service Code

Add Surcharges

After saving a new service code or updating an existing one, the Surcharges tab will display with the Service Code tab.

Surcharges

After a service code has been saved, or upon editing an existing service code, the Surcharges tab will display. Select the tab to apply default surcharges to a service code.

Available Service Codes

Pathway: Setup > Services > Available Service Codes

*Additional Required Setup

Once a service code has been created, use the Available Service Code Setup screen to specify where a service code is available. You can also include any default charge codes and rates that apply based on the division and service region. If a service code is not available to at least one service region, the service code will be displayed as inactive for the division. Further information about Available Service Codes can be found here: Available Service Codes

Permission ID	Permission Name
118	Setup \ Services

Option	Description
Add Surcharges	Select and all surcharges listed will be added to the service code. When the service code is used, the added surcharges will be automatically applied.
Remove All Surcharges	Select and all surcharges listed will be removed from the service code.