type of service is a way to categorize your equipment, services, and call
charges for billing and payment distribution purposes.
a Type of Service
Equipment/Services from the menu.
the Navigation pane, click Equipment.
will have two alternatives for Managing Type of Service:
Within the toolbar directly above the Navigation
pane, click the Manage Type Of Service button.
Within the Action pane, click the Manage
Type Of Service link.
! If you are unable to view the Actions pane,
you may need to use the scroll bar to the right of the Navigation pane to
reveal the menu choices. Or using your mouse, point at the Separation bar, and
when the up/down arrow appears, right-click the line and hold it to pull the
either of the choices, The Manage Type Of Service window opens. Click the top
row, marked with an asterisk (*), to add a new record.
line highlights. Type the following information (required fields are marked
with an asterisk (*)):
Type of Service Name*
type the name of the type of service for example Mission Funded, Reimbursable,
Type of Service ID* –
type the 2-character type of service id.
use this field to type a description of the type of service.
Mission Funded* –
this field remains empty, indicating the type of service is not mission funded.
Click the box to insert a checkmark to indicate the type of service is mission
Import Charge Type Override –
when using Vendor Media Import for equipment charges you can choose to override
how the charges will be imported. Click
on the dropdown arrow to select one of the following:
None – this will import
the charges based on the vendor
Import as One Time – this
will import all charges as one-time charges only
Import as Recurring –
this will import all charges as recurring, they will continue to be charged to
the account monthly
add another type, click the Save button and repeat steps 4 and 5, as
a Type of Service
the Manage Type Of Service window, there are two ways to delete a type of
Right-click the record selector box next to
the type of service name to access a menu from the menu click on Delete.
Highlight the name in the list and within
the Actions ribbon group click the Delete button.
you click Delete, a message box appears verifying that you really want to
delete the type of service. Click Yes within the box to continue or No
to cancel the operation.
Once selected, CAIRS draws a line through
the entire row allowing you to delete multiple types at once.
you do not want to delete the type, right-click the record to access a
pop-up menu and click Undelete.
you select Undelete, a message box appears verifying that you really want to
keep the type. Click Yes within the box to continue or No to
cancel the operation
the Actions ribbon group, click Save (to save and stay) to
continue working with service types or Save & Close (to save and
exit) to return to the Equipment list.
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