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Adding & Editing Services in Ginesys HO

Owned by Aparajita Basu Roy
Last updated: Jun 23, 2022 by Subhasree Banerjee (Unlicensed)

Service, in business terms, can be defined as a valuable action, deed, or effort performed to satisfy a need or to fulfill a demand - like - the supply, installation, or maintenance of goods carried out by an external entity.

Intangible products such as accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, or transportation are counted as services.
No transfer of possession or ownership takes place when services are sold, and they:

    1. Cannot be stored or transported
    2. Are instantly perishable
    3. Come into existence at the time they are bought and consumed

Services are usually procured from a Party/Supplier through legally binding commercial contractual terms. 

This article describes how to manage service in Ginesys HO.


 Add Services

The Add button in the Price Chart Master grid view allows the inclusion of new Price Charts as and when required. On clicking the button, the Add Price Chart window opens up to include all relevant details of a Price Chart. The new record can then be saved and reflected in the master.

Prerequisites

  1. The user's role must have the Add application operation enabled for Procurement > Setup > Services > Service in Admin > Security > User > Roles .

Step-by-step guide

Following steps are used:

  1. Go to Procurement > Setup > Services > Service.

  2. Click on the Add button to open the Add Service window.

The following table shows the Field Names and provides a description of their functionality.

Field NameField Description

General 

Service Name

A mandatory field where the user defines the name of the service.

The Service Name cannot be duplicated.

Type

It is another mandatory field which must be filled with values from the selection list. There are only four (4) values - Job Receipt , Logistics , Conversion and Order. The default selected value is Order.

Quantity based service order tracking (Check box)

Will get displayed only if the service type is 'Order' and is un-ticked by default. When ticked maintaining quantity wise Service order is possible.

Detail

 

Ledger
  • It is a mandatory field which has values to be selected from the drop-down list
  • The list displays Income, Expense and Assets type non - extinct, "GENERAL" Ledgers.
  • If the selected ledger is Sub-Ledger applicable then the sub-ledgers must be mandatorily specified from the list of non - extinct sub-ledgers belonging to the selected General Ledger.
      
Tax Name

This is an optional field that can be selected from the drop-down list of non-extinct Tax Names.


TDS Name

This is an optional field; its values can be selected from the drop-down list of non-extinct TDS Names.

 

TDS SectionThe TDS Section automatically flows with the selection of TDS source. It is a display field which is dependent on TDS name and shows value according to selected TDS name.

Goods and Service Tax Details

 

SAC Code  (Service Accounting Code)This is a mandatory field; its values can be selected from the drop-down list of Service Accounting Codes as defined by the government + two entries (Non-GST Services and Non-GST Goods)
ITC (Input Tax Credit) Eligibility

This is a mandatory field; its values can be selected from the drop-down list with only 3 values 

  1. Input Applicable - All sorts of services which are used to create a GST applicable goods/services
  2. Capital Goods - All sorts of goods which are used to create a GST applicable goods/services
  3. Not Applicable - Goods sold to consumers for personal use. 
    Note: GST will be applicable as determined by the Government but the tax payer cannot claim input credit for the same.
SaveThis button will save the Service.
CloseThis button will close the Add Service window.
 Edit Services

The records in the services master may need to be modified to include more information about the Services or modify information already present in the system.

Pre-requisites

  1. The user's role must have the Modify application operation enabled for Procurement > Setup > Services > Service in Admin > Security > User > Roles .

Step-by-step guide

Following steps are used:

  1. Go to Procurement > Setup > Services > Service.

  2. Select any Service from the list.

  3. Click on the Edit option in the Action menu to open the Edit Service window. Alternatively, double click on the selected Service to open the Edit Service window.


The Margin Rule Allocations (Site Wise) can be edited provided the following conditions are fulfilled:

  • Modification of Service Name is allowed.
  • Modification of Service Type is allowed except for 'Order' type of service and 'Track Quantity' depending upon condition that there are no pending orders against that Service Name.
  • Modification of Ledger, Sub Ledger, Tax Name, TDS Name are allowed.
  • Services can also be made extinct here.