TRAVERSE Global v11.1

Transactions

Use the Transactions function to determine whether a service order dispatch should have activity added, including parts costs, freight costs, or labor resources. To display all of the available fields, click the Toggle button ().

  1. Use the new record command to add activity to a service order dispatch line.
  2. Select the service order dispatch line to add activity to.
  3. Select the type of activity you would like to add in the Type field.
  4. Select, if applicable, the technician resource or the item ID in the Resource ID field.
  5. Edit, if applicable, the description in the Description field.
  6. Select, if applicable, the location in the Location ID field.
  7. Edit, if applicable, the unit of measure in the Unit field.
  8. Edit, if applicable, the quantity in the Qty Estimated field.
  9. Edit, if applicable, the quantity in the Qty Used field.
  10. Edit, if applicable, the amount in the Unit Price field.
  11. Edit, if applicable, the date in Date field.
  12. Select, if applicable, a code in the Labor Code field.
  13. Close the screen to save and exit the function.
  14. Click a command button to
    15. Click To
    Update Link Update the picked/received quantities in inventory if Service Director interfaces with Inventory
    Ser No Entry Enter the serial number of a serialized part if Service Director interfaces with Inventory
    Detail View the details of the extended quantity for the selected part if Service Director interfaces with Inventory
    PO Req Enter a PO Requisition if the business rule for Purchase Order has been set to allow generation of purchases from Service Director