Setting up service invoice types

Note that the cost code and cost type enable Sage 100 Contractor to create job cost records for service work. When you include parts from inventory on the service record, Sage 100 Contractor creates the cost record for the cost of the parts from inventory only. Sage 100 Contractor gets the average cost amount from the part(s) and uses that amount times the number of parts to post to the Cost of Goods account and create a job cost to match.

To set up service invoice types:

1. Open 11-2 Work Orders/Invoices/Credits.
2. Next to the Type list, click the detail button.
3. In the Invoice Type# cell, enter the invoice type number.
4. In the Type Name cell, enter the name of the service invoice type.

5. In the Dispatch Color cell, double click to select a color other than the default Peach Puff color.

   If you departmentalize transactions, enter the department number in the Department cell.

6. In the Cash Acct cell, enter the account number to which you want to post cash transactions.
7. In the Taxable Income Acct cell, enter the account number to which you want to post taxable income.
8. In the Non-Tax Income Acct cell, enter the account number to which you want to post non-taxable income.
9. In the Disc Given Acct cell, enter the account number to which you want to post discounts.
10. In the Cost of Goods Acct cell, enter the account number to which you want to post the cost of goods.
11. In the Cost Code cell, enter a cost code.
12. In the Cost Type cell, enter 1-Material.
13. Repeat steps 3-12 for each invoice type.
14. On the File menu, click [Save].