Adding Service Order Transactions
- Open the Service Order Transactions form.
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In the Filter section, specify this information to filter for service order transactions:
- Partner ID
- Select the partner associated with the service order transaction.
- SRO
- Select the unique alphanumeric used to identify the service order.
- Line
- Select the number assigned to the service order line.
- Operation
- The operation number associated with the service order line is displayed.
- Type
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- Actual: Transactions that have been issued to a service order.
- Planned: Transactions used to record a plan of the amount of material, labor, and miscellaneous transactions that will be required for the service order.
- Date Range
- Select the range of calendar dates to include in the results.
- Document Number
- Select the range of document numbers to include.
- Include Posted
- Select this check box to include posted transactions in the results.
- Include Unposted
- Select this check box to include transactions as part of the results.
- Include Templates
- Select this check box to include transactions of service order templates in the grids.
- Additional Filters Button
- Click this button to open the Service Order Transactions Filters form.
- Clear Filter Button
- Click this button to clear any currently populated filter options.
- Apply Filter Button
- Click this button to filter for results based on the selected options.
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These fields are shared in the grids on some of the tabs:
- Posted
- This check box indicates whether or not the transaction has been posted to the service order.
- Bill Hold
- Select this check box to put the service order operation or transaction on billing hold.
- Partner
- The partner is displayed.
- Payroll
- This read-only check box is selected if the record was processed during a payroll generation. This can only happen if the Include Service Orders field is selected on the Generate Payroll form.
- Transaction Date
- Select the date to use for posting this transaction. The current date is the default value.
- SRO
- The unique alphanumeric used to identify the service order is displayed.
- Line#
- The number assigned to the service order line is displayed.
- Oper#
- The operation number associated with the service order line is displayed.
- Quantity
- Specify the number or amount of units/items to be used on transaction, order, and so on.
- Warehouse
- Select the default warehouse to use for the service order.
- Post Date
- Select the month, day, and year that will be assigned for account posting.
- Margin %
- The margin percent is displayed. This value is calculated by dividing the value in WIP Relieved field by the value in the Total Revenue field and subtracting this percentage from 100%.
- Dept
- Select the department out of which the partner works.
- Billing Code
- See Billing Code.
- Material Cost
- Specify the total amount of material cost.
- Labor Cost
- Specify the total amount of labor cost.
- Fovhd Cost
- Specify the total amount of fixed overhead cost.
- Vovhd Cost
- Specify the total amount of variable overhead cost.
- Outside Cost
- Specify the total cost of the outside services portion for the current item.
- Unit Cost
- Specify the unit cost of the item. The amount is calculated as
follows: Unit Cost = Material Cost + Labor Cost + Fixed Overhead
Cost + Variable Overhead Cost + Outside Cost
These cost fields are enabled or disabled based on other fields, such as the Impact Inventory check box, whether or not the partner is reimbursed for material, and if the transaction is a planned, estimate or actual transaction.
- Unit Price
- Specify the amount being charged for the material.
- Price Currency
- Select the currency type in which the item price is listed. The currency codes are set up and maintained through the Currency Codes form.
- Discount
- Specify the percentage discount that will be given to the service order transaction.
- Cost Currency
- The currency type in which the item cost is listed. The currency codes are set up and maintained through the Currency Codes form.
- Tax Code
- Select the tax code, which represents how the sales tax is calculated. Selections are set up and maintained through the Tax Codes form.
- Sales Tax
- Specify the amount of sales tax to be charged to the service order transaction.
- Ext Cost
- The extended cost of the transaction line item is displayed. This value is determined by multiplying the Quantity field by the Unit Cost field.
- Ext Price
- The extended price of the transaction line item is displayed. This value is determined by multiplying the Quantity field by the Unit Price field.
- Estimated Sales Tax
- Specify the amount of estimated tax on the transaction.
- Transaction Number
- A system-generated number used to identify the specific transaction is displayed.
- Post Date
- This field is blank by default. After the posting process is completed, the date the transaction was posted is displayed.
- Invoice
- The number of the invoice that corresponds to that transaction is displayed.
- Transaction Number
- A system-generated number used to identify the specific transaction is displayed.
- Customer
- The customer number is displayed.
- Name
- The customer name is displayed.
- Reference
- If the transaction is cross-referenced, the reference is displayed.
- Reference Number
- If the transaction is cross-referenced, the reference number is displayed.
- Reference Line Suffix
- If the transaction is cross-referenced, the reference line suffix is displayed.
- Reference Release
- If the transaction is cross-referenced, the reference release is displayed.
- Bill Status
- The current billing status of the transaction is displayed.
- Sign Off and Date
- The partner and date entered on the Service Order Operations form when the operation is signed off is displayed.
- Descriptions
- The descriptions from each of the service orders, lines and operations is displayed.
- Pick List Printed
- If the order line has been previously printed on a pick list, this check box is selected.
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Specify this information on the Material tab:
- Transaction Type
- Select the type of material transaction that is being performed on a service order.
- Item
- The item number is displayed.
- Impact Inventory
- Select this check box if you want the transaction to affect inventory levels. This check box is disabled for service order transactions with the type of loaner.
- Customer Item
- Select the customer item. These are maintained on the Customer Item Cross References form.
- U/M
- Select the abbreviation for the unit of measure used to quantify the number of units or items.
- Item Description
- A brief description of the item is displayed.
- Location
- Select the warehouse location to use for the material transaction.
- Lot
- If the transaction involves a serial tracked item, select the lot for the warehouse location to use for the material transaction.
- Reason Code
- For a customer return transaction, select the reason code.
- Quantity Posted
- The number of items that have been posted to the SRO is displayed.
- Qty Remaining
- The difference between the quantity issued to the SRO and the quantity posted to the SRO is displayed.
- SPA Number
- The unique identification of a special pricing agreement record is displayed.
- Exchange Date
- Select the date on which the exchange transaction is to occur.
- NOTC
- Select the nature of transaction code. These codes are used in the European Community to identify the characteristics of various transactions used in the system. Selections are set up and maintained using the Nature of Transaction Codes form.
- NOTC Description
- The nature of transaction code description is displayed. This value is set on the Nature of Transaction Codes form.
- Delivery Terms
- Select a code for the terms of delivery.
- Delivery Terms Description
- The description of the terms of delivery is displayed.
- Process Indicator
- Select the process indicator code. This code is used by the system in calculating the EC Sales List Report for companies in European Community countries. The Activate EC Reporting option on the General tab of the General Parameters form must be selected in order for this field to be used.
- EC Code
- Select the two-character European Community (EC) code. On some forms, this field is read-only.
- Origin
- Select the code for the country where the item originated and is only required in certain European Community (EC) countries.
- Commodity
- Specify the code to be used for this
particular commodity.If your company is in a European Community (EC)
country, refer to the EC and/or Intrastat regulations when
classifying your commodities. For example, jigsaw puzzles might have
a commodity code of 9503.60. All items using this commodity code
must be measurable in the same units and supplementary units.
Commodity codes are defined on the Commodity Codes form. On some other forms, the Commodity Code value defaults from the commodity code entered for the related item on the Items form.
- Supply Units
- The quantity of supply units is displayed.
- Unit Weight
- The default unit weight from the Items form is displayed.
- SSD Value
- The export value for SSD is displayed.
- Consignment
- The consignment number is displayed.
- Vendor Drop Ship
- This check box is selected if the transaction is drop shipped to the vendor.
- Packing Slip
- Select the system-generated packing slip number.
- Drop Ship To
- See Drop Ship To,
- Serials Button
- Click this button to open the Service Serials modal form. This form can be used to view or generate serial numbers for the associated item.
- Return to Vendor Button
- For actual transactions, click this button to begin the process of returning a material to a vendor.
- Reset Cost Button
- For planned or estimate transactions, click this button to recalculate the individual and extended cost values.
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Specify this information on the Labor tab:
- Total Hours Worked
- Specify the total hours worked for the transaction. This value is displayed in the grid.
- Total Hours to Bill
- Specify the total hours to bill for the transaction. This value is displayed in the grid.
- Work Code
- Select the code used to represent the type of work that is being recorded to a service order. Codes are set up and maintained on the Work Codes form.
- Hours Worked
- Specify the number of hours spent by a partner working on a transaction.
- Hours To Bill
- The number of hours to be charged for work performed is displayed.
- Work Code Description
- The explanation of what the work code represents is displayed.
- Cost
- The running total of labor costs issued to the service order, service order line, or service order transaction is displayed.
- Labor Rate
- The hourly rate of a partner for the type of work being performed is displayed.
- Start Time
- Select the start time for the current record.
- End Time
- The date and time the work was completed is displayed.
- Reimburse Labor
- Select this check box to reimburse the partner for labor transactions on incidents that the partner is assigned to. If this field is cleared, costing for the associated transactions is not affected.
- Payroll Processed
- Select this check box if the payroll has been processed for the labor performed.
- Estimate Locked
- If selected, the original Estimate Transactions cannot be altered. This check box is selected by default when the SRO status is changed from Estimate to Open, but can be manually overridden.
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Specify this information when the type is Planned:
- Dispatch Button
- Click this button to open the Service Schedule Dispatch form.
- Reset Price Button
- Click this button to reset the price of the currently selected transaction only.
- Source Fields
- Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank, the system creates a new record of the source type specified when the cross reference is performed.
- Source Button
- Click this button to show the corresponding screen of the originating source. For example, if you are producing the item as a purchase order, click this button to show the cross-referenced purchase order record.
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Specify this additional information on the Miscellaneous tab:
- Reset Price Button
- Click this button to reset the price of the currently selected transaction only.
- Misc Code
- Select the unique alphanumeric code that represents a particular type of expense that is charged to a service order.
- Misc Code Description
- The explanation of what the work code represents is displayed. The description is assigned on the Miscellaneous Codes form.
- Payment Type
- Select the code for the payment type being used. The selections available are set up and maintained using the Payment Types form.
- Estimate Locked
- If selected, the original Estimate Transactions cannot be altered. This check box is selected by default when the SRO status is changed from Estimate to Open, but can be manually overridden.
Specify this information when the type is Planned:
- Source Fields
- Select the type of record to cross-reference. The three ID fields can be used to specify existing records. If left blank, the system creates a new record of the source type specified when the cross reference is performed.
- Source Button
- Click this button to show the corresponding screen of the originating source. For example, if you are producing the item as a purchase order, click this button to show the cross-referenced purchase order record.
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Specify this information on the Line Material tab:
- Serials Button
- Click this button to open the Serials modal form. This form can be used to view or generate serial numbers for the associated item.
- Return to Vendor Button
- Click this button to initiate the vendor return process.
- On Hand
- The line material amount currently on hand is displayed.
- On Order
- The line material amount currently on order is displayed.
- Alloc Order
- The line material amount that is allocated for an order is displayed.
- Reserved
- The line material amount that is reserved is displayed.
- Transaction Type
- Select the type of material transaction that is being performed on a SRO.
- Reason Code
- For a customer return transaction, select the reason code.
- Item
- The item number is displayed.
- Impact Inventory
- Select this check box if you want the transaction to affect inventory levels.
- U/M
- Select the abbreviation for the unit of measure used to quantify the number of units or items.
- Location
- Select the warehouse location to use for the material transaction.
- Lot
- If the transaction involves a serial tracked item, select the lot for the warehouse location to use for the material transaction.
- NOTC
- Select the nature of transaction code. These codes are used in the European Community to identify the characteristics of various transactions used in the system. Selections are set up and maintained using the Nature of Transaction Codes form.
- NOTC Description
- The nature of transaction code description is displayed. This value is set on the Nature of Transaction Codes form.
- Delivery Terms
- Select a code for the terms of delivery.
- Delivery Terms Description
- The description of the terms of delivery is displayed.
- Process Indicator
- Select the process indicator code. This code is used by the system in calculating the EC Sales List Report for companies in European Community countries. The Activate EC Reporting option on the General tab of the General Parameters form must be set to true in order for this field to be used.
- EC Code
- Select the two-character European Community (EC) code. On some forms, this field is read-only.
- Origin
- Select the code for the country where the item originated and is only required in certain European Community (EC) countries.
- Commodity
- Specify the commodity code.
- Supply Units
- The quantity of supply units is displayed.
- Unit Weight
- The default unit weight from the Items form is displayed.
- SSD Value
- The export value for SSD is displayed.
- Consignment
- The consignment number is displayed.
- Reimburse Material
- Select this check box to reimburse the partner for material transactions on incidents that the partner is assigned to. If this field is not selected, costing is not affected for associated transactions.
- Save the record.
Use these buttons on the form as described here:
- Click Notes to open the Notes form, where you can read, edit, or add descriptive notes about the currently displayed record.
- Click Unpost All to unpost the group of selected lines.
- Click Unpost Transaction to unpost the selected transaction. Only transactions that have not been billed are eligible for unposting.
- Click Post Transaction to post the selected transaction to the SRO.
- Click Post All to post all the transactions for the selected tab to the SRO.