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Set Up Service Cost Category Defaults

After you have created the service dimension in Business Central and the service cost categories in Service, you will need to map the default cost categories.

To map the service cost category defaults:

  1. From Settings, select Service Settings.

  2. Select the Accounting tab.

  3. In the Accounting section, select the Service Dimension. This dimension will default on the service call. See Create the Division Dimension in Business Central.

  4. In the Service Cost Category Defaults section, select the default cost category values. See Create Service Cost Categories.

    • Default Inventory Cost Category: This category applies by default to inventory items added to a service call. You can view it on the Other tab while adding the item or afterward. You also have the option to edit the cost category at that time.

    • Default Non-Inventory Cost Category: This defaults to non-inventory items added to a service call. You can view this on the Other tab while adding the item or after it has been added. You can also edit the cost category at that time.

    • Default Service Cost Category: This will default to the labor items added to a service call. You can view this on the Other tab when adding the item or after it has been added. You can also edit the cost category at that time.

  5. Select Save & Close.