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Service rates

The Service rates form is used to edit Service rates which are used to indicate charges for providing service.

Selecting

Service rates can be selected in AyaNova in the following places:

Authorization Roles required

Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:

Full access

  • Accounting
  • Business administration
  • Service manager

Read only access

  • Business administration - restricted
  • Service manager - restricted
  • Service technician
  • Sales

Import / Export

Service rates can be imported into AyaNova and exported out of AyaNova.

How to access Service rates

Service rates are accessed in the following ways:

  • From the Accounting navigation drawer Service rates item
  • By clicking on the open record icon any Service rate autocomplete list on any other form where Service rates can be selected such as the Work order, Quote and Preventive Maintenance forms
  • From any data table column showing Service rates such as the Work order list

How service rates work

Locked when used

Service rates Cost and Price fields are locked to prevent editing once they are used on another object in order to protect the historical record. This means that you must make a new service rate if the price or cost needs to be changed.

Retiring

When a rate is retired it should be set to inactive by un-checking it's Active checkbox and a new rate created to take it's place. Rate names must be unique so for example if a rate changes yearly then the old rate might be called "In-shop service 2022" and the new rate called "In shop service 2023" to ensure names are unique and recognized by users.

Contract service rates

Service rates can be created that are only available to specific Contracts.

Service rate data table

table

The Service rates data table lists all the service rates available and provides data table common menu options.

Service rate edit form

form

The Service Rate edit form contains all the standard edit form functionality plus the following fields:

Name

This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other service rates entered. Remember this is the Name that Customers will see on reports if provided to them.

Account number

Optional convenience field not used by AyaNova itself.

Retail charge

Charge to customer per unit for this service. Currency field. This field is locked once the rate is used in AyaNova to preserve historical data.

Cost

Internal cost per unit to provide this service. Currency field. This field is locked once the rate is used in AyaNova to preserve historical data.

Unit charge description

This is the unit the rate is billed in for example "Hours", "Incidents" and will be displayed on reports as well as in the user interface.

Contract rate

If checked this rate will only be availble to select on Work orders with a Contract with matching rates selected.

Active

Rates that are set to Active can be selected on new Work orders and other objects that use Service rates.
Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use.

Notes

Notes about this record for internal use. Notes can also be reported on if desired.

Custom fields

If the form has been customized and custom fields enabled for this object they will display here.

Tags

Standard AyaNova object tags control.

Wiki

Standard AyaNova object wiki control.

Attached files

Standard AyaNova object attachments control.