Service Staff Group - Documentation Acosys

Used By

sales staff, cashiers, sales admins, or finance

Data Type

master

Search Keys

Code

When to Use This Form

When service staff need to be grouped for reports, commissions, or access restrictions.
When the service staff accounts or commission rules need to be updated.
When group members need tidying so service reports do not get mixed up.

Before You Start

Make sure the commission receivable account, commission expense account, and commission rules have been created and are correct.
Prepare the list of service staff to be put into this group.

Workflow

Open Sales & POS / Customers & Sales Team / Service Staff Group.
Enter the group code and description using a name that is easy to understand.
Select the accounts and commission rules that apply to this group.
Check the service staff members so nobody ends up in the wrong group.
Save, then check the result on the service staff master data and related reports.

Key Fields

Field	Explanation for Users	Status
Code `id`	Service group code as a short identifier on reports and commissions.	Required
Description `description`	Service group description shown in data selections and reports.	Required
Receivable `payablecommacc`	Commission receivable or payable account used for service staff bookkeeping.	Required
Expense `expensecommacc`	Commission expense account used when service commissions are recorded.	Required
Last Modified `updatetimestamp`	The last time the service staff group was updated.	Optional
Service Staff `servicedoer`	List of service staff that are members of this group.	Optional

Details and Relations

The Service Staff detail contains the members of this service group.

What Happens After Saving

The group is saved as a reference for members, reports, and service commission rules.
Group members determine who is included in that group's filters and rules.
A wrong commission account can affect subsequent service expense bookkeeping.
If a required account or the code is incomplete, the application shows a validation message.
Changing a group can affect subsequent reports and the default choices on new transactions.

Common Problems

Data cannot be saved: check the required fields, number and date formats, and the validation message shown.
Data does not appear when searched: check the active status, user access rights, division/department filters, and the search keyword.
Report is wrong: check the group members and the accounts or commission rules used.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Code `id`	Service group code as a short identifier on reports and commissions.	Required
Description `description`	Service group description shown in data selections and reports.	Required
Receivable `payablecommacc`	Commission receivable or payable account used for service staff bookkeeping.	Required
Expense `expensecommacc`	Commission expense account used when service commissions are recorded.	Required
Commission `commisionrules`	Commission rule that applies to this service group.	Optional
Created By `usercreate`	User who created the service staff group.	Optional
Modified By `useredit`	User who last modified the service staff group.	Optional
Last Modified `updatetimestamp`	The last time the service staff group was updated.	Optional
Service Staff `servicedoer`	List of service staff that are members of this group.	Optional

User Checklist

Service group code and description are not duplicated. Commission receivable account, commission expense account, and commission rules are correct. Service staff members are correct. The group is ready for reports and service commissions.

Menu Location

Sales & POS / Customers & Sales Team / Service Staff Group
/form/servicedoergroup

Quick Add from the Search Field

If the icon + appears next to a search field, you can set up the service staff commission accounts directly from this form without interrupting the service staff group settings.

Account

Available on account fields such as Commission Payable and Commission Expense for service staff. If the related account does not exist in the COA yet, click + to create it, then continue the same service staff group setup.