Information Systems
Creating service lines (only for suppliers)
Open Database
Look who sent you the email (email address). Irish office – Irish TP, Scottish office – Scottish TP, MK office – MK TP
Search service type and supplier code to check whether the line has already been created.
Search: service type, supplier code 000000 (Example supplier)
Choose the line that corresponds to the service you need to create in the Example Supplier 000000. If there is not the same line, choose one that is close to the one you need and then change the name. If there is no example service line, choose a FLOW line which is Flowers as it is neutral, but make sure you check the settings (location, code).
Utilities, copy option
Add/ change location (same as in creditor), code of the supplier you are creating a line for
For Guides and Transport use ALL, ALE or ALS locations, which means all areas in Ireland, England or Scotland.
Option code: use either existing code for common service lines or create a new code.
Example: Visit of Johnstown Castle Gardens. Code can be VISITG
Description: copy from above (small letters)
Comments: copy from above if the same, if you are asked to add a specific comment, insert this one
Save
Click in service details, cost details and change the Tax type (check VAT for the particular service) and locality if needed
Tick inclusive or exclusive depending on whether the supplier is tax registered or not (said in email)
Select Service Rates. Delete existing rates. Create a new GE rate. Put in date range 01/01 to 31/12 of the current year. Select Manual if there is no rate given. Never select Confirmed, only if rate given (The only case in where we are going to find a confirmed line with rates 0 is going to be the FOC lines, and we must be told about that). Change the details if needed.
Select the tax type tab.
Save
Answer by giving the option code of the service line created via email.
Also is important to allow people to see this line online, so we need to tick the Internet Details Access box:
