Specifying services

DMF	192001 WEB PORTAL SERVICES NEW

Services can be specified in various ways:

Specifying a unit service ;
Declaring multiple services ;
Duplicating an existing service.

Specifying a unit service

Click on + Service and select + New unit declaration.

In the window, specify the following fields:

Field	Description
Employee	The connected employee is specified. This field cannot be modified.
Customer and project	Specify the Customer and projects fields to link to the service declaration: Project Phase Sub-phase Task To quickly specify the project, click on next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
Quotations	Select the quotation containing services lines from the help list. If there is only one quotation containing services lines for the customer, project, phase, or sub-phase specified previously, it is displayed automatically. If the project or the phase was not previously specified, Akuiteo gives you the list of all quotations containing services lines available. Those are Signed quotations containing service lines created from the Desktop Application. Reference For more information about the creation of a quotation containing service lines, see Creating a quotation.
Currency	Currency is automatically specified when the Quotation field is specified. Currency is specified in the quotation containing services lines. This field cannot be modified.
Service	Select the service from the help list. Service list displayed is filtered according to the information previously specified. If only one service matches the information specified, it is specified automatically. If the project, phase or sub-phase have not been specified, Akuiteo gives you the list of all services available for the specified quotation. A Services without any affiliated resource or for which I am the resource filter is available at the right of the Service field. This filter is enabled by default , and can be disabled by clicking on the icon. Filter enabled: allows the employee to only see services without any affiliated resources, services with generic resources, for which the employee is identified as resource, or services linked to my team. Filter disabled: if the employee has the 192009 WEB PORTAL SERVICES SEE ALL SERVICES DMF, all services lines of the quotation are displayed. If the employee does not have the DMF, they can only see services for which they are identified as resource, services with generic resources, services without resources or services linked to my team. Note Services specified on a sold product displayed by default are displayed first in the help list with the icon.
Quantity	Specify the quantity for the selected service.
Unit price	Specify the unit price for the selected service. The price is specified directly on the quotation. It an be modified when declaring the service if the employee has the 192007 WEB PORTAL SERVICES SHOW UNIT PRICE and 192008 WEB PORTAL SERVICES MODIFY UNIT PRICE DMFs.
Billing date	Specify the date on which the service will be billed to the customer. By default, the date is determined according to the Billing day specified in the quotation line. If this field is not specified on the quotation line, today's date is specified by default.
Production month (MM/YYYY)	Specify the month during which the service is done. If the month is specified on the quotation, it is retrieved by default. Otherwise, the current month is specified automatically and can be modified.
Comment	Specify a comment if needed. This field is required if the `TPS_COMMENTAIRE` management rule is enabled. Note When creating a timesheet entry from a service declaration: If the comment is specified, it is automatically copied in the comment of the timesheet entry. If the comment is empty, the label of the service will automatically be copied in the comment of the timesheet entry.
Timesheet entry	To create a timesheet linked to the service done, specify the following fields: Date Duration Place This fields are not required and can only be specified when a task is defined on the service. If the Production day is specified in the quotation line, it is retrieved in the Date field. Likewise, if the Estimated duration is specified in the quotation line, it is specified in the Duration field while taking into account the Quantity of the service.

Click on Save.

A non-validated service line is created and displayed in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. The service is directly sent for validation to the relevant manager.

Declaring multiple services

Click on + Service and select + New multiple declaration.

In the window, specify the following fields:

Field	Description
Employee	The connected employee is specified and cannot be modified.
Customer	Specify the first letters of the desired customer. The help list is displayed automatically with the relevant customers. To quickly specify the project, click on next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
Project, Phase, Sub-phase and Task	Select the Project from the help list. Projects displayed matches the customer's projects on which there are quotations containing services lines. Select the Phase, Sub-phase and Task from the help lists. These fields are not required.
Quotations	Select the quotation containing services lines from the help list. If there is only one quotation containing services lines for the customer, project, phase, or sub-phase specified previously, it is displayed automatically. If the project or the phase was not previously specified, Akuiteo gives you the list of all quotations containing services lines available. It is Signed quotations containing services lines created from the Desktop Application. Reference For more information about the creation of a quotation containing service lines, see Creating a quotation.
Currency	Currency is automatically specified when the Quotation field is specified. Currency is specified in the quotation containing services lines. This field cannot be modified.

When the quotation is specified, if services are to be displayed by default, they are automatically displayed.

Note

Services displayed by default are identified by the icon when the Display by default box is checked on the corresponding sold product. For more information about the sold product record sheet, see A sold product must be created..

If the employee wants to declare services which are not displayed by default:

Click on + Services at the right of the screen.

A window opens.

Click on the boxes corresponding to the services to add to the multiple declaration then click on Validate.

Selected services are displayed in the Services part of the multiple declaration form.

Enable or disable the following display options:

Display option	Description
Filter services	The Filter services option is enabled by default and can be disabled by clicking on it. Option enabled: allows the employee to only see services without any affiliated resources, services with common resources, for which the employee is identified as resource or services linked to my team. If another employee is identified as resource on a line, it will not be displayed. Filter disabled: if the employee has the 192009 WEB PORTAL SERVICES SEE ALL SERVICES DMF, all services lines of the quotation are displayed. If the employee does not have the DMF, they can only see services for which they are identified as resource, services with generic resources, services without resources or services linked to my team.
Hide empty lines	Hide the empty lines option is disabled by default and can be enabled by clicking on it. Option enabled: allows the connected employee to only see the services lines of the selected quotation on which quantities were specified. Option disabled: allows the connected employee to see all the services lines of the selected quotation.

Display option

Description

Filter services

The Filter services option is enabled by default and can be disabled by clicking on it.

Option enabled: allows the employee to only see services without any affiliated resources, services with common resources, for which the employee is identified as resource or services linked to my team. If another employee is identified as resource on a line, it will not be displayed.
Filter disabled: if the employee has the 192009 WEB PORTAL SERVICES SEE ALL SERVICES DMF, all services lines of the quotation are displayed. If the employee does not have the DMF, they can only see services for which they are identified as resource, services with generic resources, services without resources or services linked to my team.

Hide empty lines

Hide the empty lines option is disabled by default and can be enabled by clicking on it.

Option enabled: allows the connected employee to only see the services lines of the selected quotation on which quantities were specified.
Option disabled: allows the connected employee to see all the services lines of the selected quotation.

For each service, specify the following fields:

Quantity	Specify the quantity produced.
Unit price	Specify the unit price for the selected service. It can be modified when declaring the service if the employee has the 192007 WEB PORTAL SERVICES SHOW UNIT PRICE and 192008 WEB PORTAL SERVICES MODIFY UNIT PRICE DMFs.
Production month	Specify the month during which the service is done. If the month is specified on the quotation, it is retrieved by default. Otherwise, the current month is specified automatically and can be modified.
Comment	Specify a comment if needed. This field is required if the `TPS_COMMENTAIRE` management rule is enabled. Note When creating a timesheet entry from a service declaration: If the comment is specified, it is automatically copied in the comment of the timesheet entry. If the comment is empty, the label of the service will automatically be copied in the comment of the timesheet entry.
Billing date	Specify the date on which the service will be billed to the customer. By default, the date is determined according to the Billing day specified in the quotation line. If this field is not specified on the quotation line, today's date is specified by default.
Timesheet entry	If the connected employee wants to create a timesheet entry linked to this service, then it is necessary to specify the following fields: Date Duration Place If the Production day is specified in the quotation line, it is retrieved in the Date field. Likewise, if the Estimated duration is specified in the quotation line, it is retrieved in the Duration field.

Note

If the fields associated to one or multiple services are not specified, these services are not taken into account when saving the declaration.

Click on Save.

Non-validated service lines are created and displayed in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. Service are directly sent for validation to the relevant manager.

Duplicating an existing service

An existing service can be duplicated to quickly create a new service. Duplication is available for all services regardless of their status.

Click on

then on Duplicate for the desired line.

Modify the desired information.

Click on Save.

The service is duplicated and can be seen in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. Service are directly sent for validation to the relevant manager.