Setting Up SM Service Centers

SM Service Centers define each service center that performs service work. A work order for a service call must have a service center (who does the work), so at least one is required. The form also assigns typical call types, optional divisions (Division tab), and a department that drives cost, revenue, and WIP GL accounts when capturing work completed. After setup, centers can be assigned on SM Service Sites and/or SM Work Orders.

Trimble procedure: Set Up a Service Center (Service Management → Programs → SM Service Centers). There is no warehouse field on this form.

Before you start

• HQ Company Setup default country (some Trimble notes say HQ Company Parameters for the country rule).
• States in HQ States; tax codes in HQ Tax Codes.
• Department already in SM Departments.
• Active reviewer in HQ Reviewers (F4; F5 opens HQ Reviewers).
• Call types already exist (Available Call Types list).
• Optional later: SM Divisions override department if accounting is split by division.

Steps (Info)

1. Open SM Service Centers.
2. Enter Service Center (code, up to 10 characters).
3. Enter Description (up to 60 characters).
4. Enter Address (60), City (30), State (HQ States), Zip (10), Country (2-character). Country is required only if the address is outside the company’s default country, and must be valid for that state/province/territory. Invalid state vs default country shows an error but entry is allowed if a valid country is then entered. Map uses the default map site (Options → User Options); if country is blank, HQ Company Setup Default Country is used.
5. Optionally enter Add'l Address (extra mailing line). Procedure example is P.O. Box; field defs suggest P.O. Box in Address and street in Add'l Address.
6. Enter Phone and Fax (up to 20). Optionally Email (Send opens Outlook to that address).
7. Optionally enter Tax Code (HQ Tax Codes) — sales tax when capturing work completed. Used only if the work-order scope Sale Location is Service Center. Blank = no auto tax, or enter tax manually on work completed.
8. Optionally check Use Tax Code (Y/N) and enter Use Tax Code (F4) only if Use tax differs from Sales tax. Otherwise leave checkbox off and field blank. Use tax defaults onto material-related lines (tax type Use) when Tax Source is Service Center on the agreement service, work order quote, or work order. Material-related lines: inventory work completed; purchase work completed that specifies a material or material SM cost type; miscellaneous work completed with a material SM cost type; required material lines; required miscellaneous lines with a material SM cost type.
9. Enter Department (SM Departments) — GL accounts updated when capturing work completed on a WO that references this center. Division override in SM Divisions: center department is used only if the WO scope has no division, or that division has no department.
10. Leave Active checked so the center is selectable on sites and work orders and included in service-site lookups.
11. Enter Reviewer — active reviewer who can mark work orders ready to bill.
12. Save.
13. Call Types tab: move call types from Available to Selected (Shift consecutive, Ctrl random, Add, Add All, Remove, Remove All).
14. Optionally set up divisions (linked procedure: Set Up Divisions for a Service Center).

Hard rules

• Minimum one service center before service-call work orders.
• Inactive centers do not appear in F4 lookups, cannot be referenced on a work order, and (per field defs) cannot be assigned to service sites / are excluded from service-site lookups.
• Tax code is ignored unless scope Sale Location = Service Center.
• Use tax only when it differs from sales tax.
• Country/state validation is company-default-country based.
• Department GL can be overridden by division.

Notes

• Trimble procedure copy sometimes says “service site” in the lead-in and Add'l Address step; this form is service centers.
• Related: SM Call Types, SM Divisions, SM Service Sites, SM Work Orders, SM Departments, HQ Tax Codes, HQ States, HQ Reviewers, HQ Company Setup.