Use the Service Order Transactions form to enter, post, and remove material, labor, miscellaneous, and line transactions for a service order. You can enter a transaction against more than one SRO at a time. When labor, material, or miscellaneous charges are applied to a SRO, the transaction must be posted.
On the Service Order Transactions form, specify this information for each new transaction:
Partner ID
Select the partner associated with the SRO transaction.
SRO
Select the unique alphanumeric used to identify the SRO.
Line
Select the number assigned to the SRO line.
Operation
The operation number associated with the SRO line is displayed.
Type:
Date Range
Select the range of calendar dates to include in the results.
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 checkbox to include transactions of SRO templates in the grids.
Additional Filters Button
Click this button to launch 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.
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 SRO.
Bill Hold
Select this check box to put the service order operation or transaction on billing hold.
Partner
The partner is displayed.
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 SRO is displayed.
Line#
The number assigned to the SRO line is displayed.
Oper#
The operation number associated with the SRO 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 SRO.
Post Date
Select the month, day, and year that will be assigned for account posting.
Dept
Select the department out of which the partner works.
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
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 SRO 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 SRO 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.
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.
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 SROs, lines and operations is displayed.
Serials Button
Click this button to launch the Service Serials modal form. This form can be used to view or generate serial numbers for the associated item.
Drop Ship Button
Click this button to launch the SRO Drop Ship To form.
Transaction Type
Select the type of material transaction that is being performed on a SRO.
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 SRO 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.
Specify these fields 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.
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 SRO. 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 SRO, SRO Line, or SRO 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.
Specify this information when the type is Planned:
Dispatch Button
Click this button to launch the Service Schedule Dispatch form.
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.
Specify this additional information on the Miscellaneous tab:
Misc Code
Select the unique alphanumeric code that represents a particular type of expense that is charged to a SRO.
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.
Specify these fields 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.
Specify this information on the Line Material tab:
Serials Button
Click this button to launch the Serials modal form. This form can be used to view or generate serial numbers for the associated item.
Drop Ship Button
Click this button to launch the SRO Drop Ship To form.
Transaction Type
Select the type of material transaction that is being performed on a SRO.
Item
The item number is displayed.
Impact Inventory
Select this check box if you want the transaction to affect inventory levels.
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.
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.
The Reimbursement Tax codes are for the user to specify a rate type tax code used to create the distributions on the Voucher or Credit Memos during reimbursement for the specified reimbursement Tax Amount. The Reimbursement Tax and Codes are only enabled when the partner of the SRO Transaction is marked for reimbursement. The Reimbursement Currency is pulled from the Currency associated to the Partner/Reimbursement Method.
Use these buttons on the form as described here:
Using SROs to Track Service Requests, Transactions, and Billing
Entering Expenses Against a Service Order