Specifying organization details for service items

You can specify organization details for service items. Typically, general ledger accounts and tax codes are specific to a single organization. In the Service Items application, you can identify the default general ledger account used in the purchasing process for this service, if no other charging entity is specified (such as a work order, a location, and so on).

Before you begin

After creating an item, use the Service Items application to add, to view, to modify, or to delete the information that applies to an organization.

Procedure

  1. On the List tab of the Service Items application, display the service item to which you want to add organizational details.
  2. Click the Service tab.
  3. Select the Service Item/Organization Details action.
  4. In the Service Item/Organization Details window, specify the general ledger account for the service item.
  5. Enter the tax code associated with the service item and organization.
  6. Optional: Specify whether the service item is tax-exempt.
  7. Optional: Modify the percentage value of service items that can be received over the quantity ordered. The percentage value was set when the service item record was created.
  8. Click OK to enter or update the service item.


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