Entering Expenses Against a Service Order

These categories of service order expenses are available:

• Material: All items issued out of inventory.
• Labor: All work performed by a partner.
• Miscellaneous: Other various charges such as mileage, meals and lodging.

Planned transactions can be created for each SRO. These transactions can be used both as an estimate of the total expense expected and as a reporting tool to measure planned versus actual amounts. By creating planned transactions and associating them with a SRO Type, you can create a template for all new SROs created with that SRO type. Templates are useful for handling fixed expense service orders such as oil changes, tune-ups and other similar maintenance calls. Actual and planned SRO transactions can be entered from the same form.

Service order transactions can also be considered expenses that are entered against a service order:

• To enter an expense, see Adding Service Order Transactions.
• To reconcile expenses, see Reconciling Partner Expenses.
• To reimburse expenses, see Reimbursing Partner Expenses.