Service Article Setup

A service article is used as a single generic article with a UPC. One of the main purposes for
setting up the service article is to send the article information to a special GL account. Therefore
the account assignment group must be examined and set up special if necessar first before
setting up the service article.
To use a service article and route it to a special GL account! ou must assign a uni"ue Account
Assignment group in the article master! then ma#e an entr in the configuration screen using
TCO$%& '(OA.
)tep *& Use Tcode
'(OA in test to
see if our GL
account is alread
listed.
)tep +& Clic# on
Table , -.dse
Catg/Acct (e0 to
access our list of
special account
assignment groups.
1n the picture to the
right 1 have located
the )* and )+
account assignment
groups and noted
that the belong to
G/L account
numbers 2,333 and
+*4*33
respectivel. 1f ou
do not see our G/L
account then go to
step , to set it up.
)tep ,& Go to
O'(5 in $%' and
enter our new
Account
Assignment Group
so it will show up
in the list later on.
Clic# on -6ew
%ntries0
)tep 2& %nter the
information as ou
see it on the right
so it will show up
in the list when ou
get to the next t7
code. Clic# the
save button.
)tep 5& After ou
clic# save the
screen to the right
will appear. 8ill in
the re"uest b
clic#ing the
dropdown.
)tep 4& Clic# on
the create new
re"uest button
located at the
bottom of this
form.
)tep 9&
Put the reason that
ou are creating
this re"uest. Clic#
the save button.
)tep :& ;ou will
see this screen.
Clic# on the re"uest
ou <ust created.
Clic# the green
chec# mar# at the
bottom.
)tep =& ;ou will
see the >e"uest
number in place.
?rite this down for
future reference.
Clic# the green
chec# mar#. The
next screen ou
will see is the data
saved screen@ clic#
O(.
)tep *3& Clic# the
green bac# arrow.
)tep **& %nsure that
our new Acct.
Assignment Group
is in the list. Clic#
the green bac#
arrow to finish this
step of the process.
)tep *+& 1n $%'
ou ma now set
up the Account
Assignment group
and associate it
with a G/L account.
Go to '(OA and
clic# -6ew
%ntries0
)tep *,& %nter the
information as
listed to the right.
%nsure that the G/L
Account and the
Provision acc are
the G/L account
numbers that ou
want this service
article to go to.
6ow clic# save.
)tep *2& ;ou will
now see the same
transport number
ou created in )tep
=. Clic# the green
chec#. Clic# O( to
the data was saved
screen. Clic# the
Green bac# arrow.
)tep *5&
%nsure our
changed is in the
list and clic# the
green bac# arrow
and arrow out from
the t7code. ;ou
ma now transport
this information
from $%' to T%)T
A)%*3! BT>6C
)tep *4& After the
transport is
complete then ou
can set up the
service article in
)AP >etail Test.
Go to ..2* in test
to set up the service
article
)tep *9& %nsure
that ou appl the
UPC and the
Article name on the
Dasic data tab.
)tep *:& %nsure
that ou appl the
Acct assignment
grp with the code
that ou created
above. Clic# the
enter button! if an
error message
comes up saing
that the sstem
cannot find the
vendor! then clic#
the O( button to
b7pass that error.
)tep *=& 6ow
extend the article to
Canada. ;ou must
select the extend
for the material for
all sales areas.
Clic# on the button
-'alidit Area0
)tep +3& Clic# on
CA*3 and channel
32 for ?olverine
?orld ?ide )ite to
)ite $istribution.
Clic# O( to the
error message on
the vendor.
)tep +*& %nter
through all the
views and save the
information. 6ow
go to ..2, and
displa the article
and ensure that the
sales tab includes
the Article
Assignment Group
ou specified.
Additional notes&
To use a service article and route to a specific GL account, assign a unique Acct Assignment group in the
article master, then make an entry in the config screen at TCODE !OA, per the screens "elo#$ Let me
kno# if you%d like me to help #ith this$ &Gary 'erras(
)ere%s the e*isting service article $ $ $
'(OA
1 also went into 8)33! to the control tab and changed the Tax to -E0 to ma#e the service article
wor#.