- On the Appointment Detail - Service form, select Material to open the SRO Material Entry - Service form.
The SRO number and description are displayed.
- Accept the default line and operation or select a new SRO line and operation.
- Specify this information:
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Transaction Date
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Select the date of the transaction or accept the default of the current date.
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Item
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Select the item used in the transaction. You can also use the Item Description field to find the item by its description.
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Quantity
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Specify the number of items used in the transaction.
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U/M
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Select the unit of measure for the items.
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Notes
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Optionally, specify any notes for the transaction.
- Select Save.
- If the item is serial-tracked, specify the serial number(s) for the material that is being issued or returned in the S/N grid.
- Optionally, select Add to enter multiple transactions.
The Labor Entered box lists all the transactions that have been entered.