Posting SRO Transactions

Using the Service Order Transaction Posting form, you can post transactions in batches , and place them on the background queue. To place this utility on the background queue, you must first run a preview, then the background option is enabled from the actions menu.

Follow these steps to post a transaction on the Service Order Transaction Posting form:

1. Specify this information:

   SRO

   Select the range of SROs to include in the batch.

   SRO Line

   Specify the range of SRO lines to include in the batch.

   SRO Oper

   Specify the range of SRO operations to include in the batch.

   SRO Type

   Select the range of SRO types to include in the batch.

   Partner

   Select the range of partners to include in the batch.

   Oper Code

   Select the range of operation codes to include in the batch.

   Location

   Specify the range of locations to include in the batch.

   Transaction Date

   Select the range of transaction dates to include in the batch.

   Increment Date

   Select this check box to list the transaction dates in increments.

   Operation Whse

   Select the range of operation warehouses to include in the batch.

   Transaction Whse

   Select the range of transaction warehouse to include in the batch.

   Department

   Select the range of departments to include in the batch.

2. Select the Transaction Types:

   Material

   Labor

   Miscellaneous

   Line Material

3. Specify if the transaction is planned, actual, or both.
   • Planned: A planned SRO transaction is used to record a plan of the amount of material, labor, and miscellaneous transactions that are required for the SRO.
   • Actual: Actual transactions have been issued to a SRO.
   • Both:
4. Select the Bill Codes:

   Contract

   No Charge

   Warranty

   Recover

   List

   Custom

5. Specify this information for generating the batch:

   Always

   Never

   On Error

   Order

6. Select Preview and click Process to preview the results without saving in the database.
7. Select Commit and click Process to save the results in the database.
8. Click Select All to select all the transactions in the grid.
9. Click Deselect All to clear the selection from all the transactions in the grid.

Related Topics

Using SROs to Track Service Requests, Transactions, and Billing