About Service Order Planned Transactions
For each service order, you can set up planned material, labor, and miscellaneous
transactions.
You can use planned transactions in these cases:
- Create an estimate to give to a prospect.
- Print the Service Order Pick List Report for pulling stock from inventory.
- Use as a work order for a technician to record back-ordered materials.
Run the Service Order Planned vs. Actual Report to do an analysis of planned versus actual costs and revenue.
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