SRO Material Entry

Use this form to quickly enter service order material transactions. You can create both planned and actual transactions.

For actual transactions, the submitted material transaction is added to the SRO as a posted or unposted transaction, depending on the selection of the Dc Auto Post Matl check box on the Service Orders tab of the Service Parameters form.

This form is useful when you do not need or want to go through the full Service Order Transactions form to enter a material transaction.

If you are integrated with Distribution SX.e, these read-only fields are displayed for planned material entries:

  • SX.e Product Line: The Distribution SX.e product line is displayed for the item.
  • Create SX.e Purchase Order: This check box is selected or cleared based on the setting of the Create SX.e Purchase Order field on the SX.e Catalog/Non-Stock Query form. When selected, a PO is created by default in Distribution SX.e when a planned material transaction is created.
  • Direct Ship: This check box is only visible for unposted planned material transactions with a reference type of Purchase Order or Transfer.
  • Rush Purchase Order: This check box is selected or cleared based on the setting of the Rush Purchase Order field on the SX.e Catalog/Non-Stock Query form. When selected, Distribution SX.e rushes the PO.
Note: If you are integrated with Distribution SX.e and a supersede item exists for the current item, then the Item field is automatically updated.