Service Card

SERVICE CARD IDENTIFICATION SCREEN

Service Card Definition screen is the area where the services offered by the business are defined and managed on the system. Thanks to this screen, services; It is integrated into pricing, accounting and reporting processes.  

Top Field Information:

1. Code: It is the unique code of the service card. It can be created automatically by the system or defined manually.   2. Name: This is the field where the name of the service is entered. (Example: Consultancy Service, Technical Service, Installation, etc.)   3. Alternative Name: Allows the service to be described with different names. It provides convenience in reporting and search operations.   4. Active/Passive:Determines the usage status of the service card.

• • Active: Service available

• • Passive: Cannot be selected in new transactions

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General Definitions Area: ​

5. Unit:Determines the unit of measurement in which the service will be processed. Example: Hour, Day, Piece ​

6. Barcode Type:Determines the type if a barcode will be used for the service (usually optional). ​

7. Barcode:Allows a barcode to be defined on the service card (usually not used, optional). ​

8. Discount:The default discount rate to be applied to the service. ​

9. SCT:Specifies the special tax rate to be applied to the service. ​

10. Score: It is the value that can be used in scoring or special systems for the service. ​

11. Option Day:Can be used for duration or validity information of the service. ​

12. Description: Allows you to enter detailed information about the service.   ​

Groups Area: ​

13. Group (1-6): Allows services to be categorized. ​ ​

Thanks to these fields, services can be easily filtered and reported.   General Description ​

The Service Card Identification screen allows the services offered by the business to be managed systematically. Services defined on this screen; It is used in sales, invoicing and accounting processes. Correctly configured service cards provide great convenience in revenue tracking and service-based analysis.

SERVICE PRICE INFORMATION SCREEN

Service Price Information screen is the area where sales, purchase and tax information for the defined service card is determined. Thanks to this screen, pricing of services, invoicing processes and cost calculations are managed accurately and systematically.  

Sales and Purchasing Information:

1. Sales Price:This is the sales price to be used when offering the service to customers. It is used as a basis for invoicing and quoting processes. ​

2. VAT Included/Excluded:Determines whether the entered price includes or excludes VAT.

• • Included: Price includes VAT

• • Except:VAT is calculated separately

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3. VAT Rate: It is the Value Added Tax rate to be applied to the service. ​

4. Currency:Indicates the currency in which the service price is defined. ​

5. Purchase Price:It refers to the cost of the service to the business. It is especially used in outsourced services.  

Price Policy:

6. Sales Price Policy:Determines which price will be used in service sales. (Card price, special price, etc.) ​

7. Purchase Price Policy:Determines which price will be taken as basis in service cost calculations.  

Withholding Rates:

8. Sales Withholding Rate:Specifies the withholding rate to be applied to service sales. ​

9. Withholding Rates: Allows selection from defined withholding options. ​

10. Withholding Valid on Sales:When checked, withholding is applied to service sales. ​

11. Withholding Valid for Purchases:When checked, withholding is applied for service purchases.     General Description ​

The Service Price Information screen ensures accurate pricing of services and management of tax processes. Definitions made on this screen; It is used directly in sales, invoicing and accounting processes. It is especially important for service-based revenue tracking and profitability analysis.

SERVICE TRANSACTIONS TAB

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The Service Transactions screen is the area where all transaction records of the defined service card are displayed and analyzed. Thanks to this screen, you can track in detail on which dates, with which current accounts and under what conditions the services were provided.  

Filtering Areas:​

1. Start Date:Determines the start date of the service transactions desired to be displayed.​

  2. End Date:Determines the date by which service transactions will be listed.​

  3. Current:Used to filter service transactions belonging to a specific customer or supplier.​

  4. Warehouse: Allows filtering based on the warehouse or operational unit to which the service is associated.     Action Buttons: ​

5. Find Transactions:Lists service transactions according to the selected filter criteria.     List Area (Movement Table):

  6. Date:Indicates the date the service was performed.   7. Document Name:Indicates the type of document to which the transaction belongs (Invoice, Service Receipt, etc.).   8. Client Code:The code of the customer or relevant current account to which the service is provided.   9. Client Name: Shows the name of the serviced customer or the relevant current account.   10. Document Number:The document number of the relevant transaction registered in the system.   11. Output Amount:It refers to the amount of service provided (hour, day, quantity, etc.). ​

12. Net Unit Price: It is the net unit price information applied for the service.   13. Currency Exchange Rate:Shows the exchange rate used during the transaction. ​

14. Description:This is the field where additional information or notes regarding the transaction are entered.     General Description

  The Service Transactions screen provides detailed tracking and analysis of the services offered by the business. Service-based revenues, customer relations and transaction history can be examined on this screen. When used correctly, it makes a significant contribution to performance analysis, customer-based evaluation and financial control processes.

SERVICE ACCOUNTING CODES SCREEN

The Service Accounting Codes screen is the area that determines which accounting accounts the defined service card will be associated with in financial transactions. In this way, service revenues and expenses are reflected in the accounting system automatically and accurately.  

Accounting Account Definitions:

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1. Purchase Account:This is the accounting account that will be used when the service is purchased. Outsourced service expenses are tracked through this account. ​

2. Production Entry:This is the accounting account to be used if the service is included in the production processes. ​

3. Purchase Returns:This is the accounting account to be used in case of cancellation or refund of purchased services. ​

4. Other Entries:This is the account where service entries other than standard transactions are accounted for. ​

5. Consumables:This is the accounting account used when the service is directly processed as an expense. ​

6. Wastes:This is the account where losses or inefficiencies occurring in service processes are recorded. ​

7. Sales Returns:This is the accounting account to be used in case of returns of the services provided.   ​

Price Difference and Discount Calculations: ​

8. Price Difference Received:This is the accounting account where price differences in service purchases are recorded. ​

9. Price Difference Given:This is the account in which price differences in service sales are accounted. ​

10. Purchase Discount:This is the account where discounts applied to service purchases are recorded. ​

11. Sales Discount:This is the account in which discounts applied to customers on service sales are accounted.   ​

Sales Accounts: ​

12. YD Sales Account:This is the accounting account to be used in foreign service sales. It allows export services to be tracked separately.   General Description ​

The Service Accounting Codes screen is a critical component that provides integration between the service module and the accounting system. Thanks to the correct definitions made in this field, service revenues and expenses are automatically reflected in the relevant accounts. Thus, financial accuracy increases, the need for manual transactions decreases and reporting processes are accelerated.

SERVICE SPECIAL CODES SCREEN

The Service Special Codes screen is a flexible identification area that allows service cards to be classified according to business-specific criteria. Thanks to these areas, services; It can be categorized in detail according to department, project, customer type or operational processes.   Special Code Fields:   1. Special Code (1-20): These are free definition fields that can be assigned to the service card. Each area can be used for different purposes depending on the needs of the business. ​

  These fields can be used for the following purposes:

• Classification according to service type (Consultancy, Technical Service, etc.)

• Department-based separation (IT, Support, Operations, etc.)

• Project or job-based service tracking

• Customer segmentation

• Campaign or contract based classification

• Special reference codes used in internal processes
   

Each special code field is selected from lists defined in the system, creating a standard and regular structure.   Intended Use and Advantages

• Allows detailed categorization of services

• Provides advanced filtering and reporting

• Facilitates project and customer-based analysis

• Enables fast discovery of services in large data sets

  General Description

  The Service Special Codes screen makes service management in the ERP system more flexible and controllable. It ensures that business-specific data needs are met outside of standard fields. When used correctly, it increases the accuracy of service-based analyzes and makes a significant contribution to decision-making processes.