Understanding Serialized Responsibility Centers
You can use responsibility centers with the Serialized application.
Note: Responsibility centers (RC) are not included in all software packages and may require authorization. For more information, contact ECi sales.
Service Contract Sales
When selling service contracts, the Contract Type Departments tab allows you to set a responsibility center, which you can separate by department. You can use up to 10 departments to break out contract or meter income. The income amount can be controlled by a percentage or an actual dollar amount for each department. For example, you might choose to divide portions of the contract income to service departments, supply sales, parts, and so forth. The Contract Type Department tab sets the default for the Contract Detail window. However, you can change it while selling the contract.
Contract Billings
When performing contract billings and renewals, the RC is chosen by the Contract Detail Departments tab for each machine. The billing uses the RC from the departmental breakout.
Machine Sales
When selling machines in Serialized Order Entry, the system uses the standard Commercial Order Entry flow. It uses the RC from the salesperson assigned to the customer. If a salesperson is not assigned to the customer, it uses the RC from the tables set up in the Parameters for machine sales.
Machine Work Orders
When creating machine work orders, the system uses the RC set up in the RC box in the Machine Tools Territories tab. This territory RC becomes the default for the work order, based on the territory code set for the machine in the Territory box in the Machine Detail Other tab. This allows the cost of the work order to flow back against the income of the contract. If the work order is billable, the cost and income are controlled by the territory RC assigned to the work-order.
Return to:
Setting Up Responsibility Centers
See also: