TRAVERSE Global v11.1

Transactions

Use the Transactions function to determine whether a work 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 on the toolbar to add activity to a work order dispatch line.
  2. Select the work order dispatch line to add activity to.
  3. Select the type of activity you would like to add in the Type field. See Part Return transaction type for more information about that transaction type.
  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. If the activity type you selected is Freight or Miscellaneous, enter the cost of the activity in the Ext Cost field (you may have to click the Toggle button to display the Ext Cost field).
  12. Edit, if applicable, the date in Date field.
  13. Select, if applicable, a code in the Labor Code field.
  14. Close the screen to save and exit the function.
  15. Click a command button to
    16. Click To
    Update Link Update the picked/received quantities in inventory if Service Director interfaces with Inventory or Warehouse Management
    Ser No Entry Enter the serial number of a serialized part if Service Director interfaces with Inventory or Warehouse Management
    Detail View the details of the extended quantity for the selected part if Service Director interfaces with Inventory or Warehouse Management
    PO Req Enter a PO Requisition if the business rule for Purchase Order has been set to allow generation of purchases from Service Director
ClosedSD Parts/Labor Task Pane

The Service Director Transactions Parts/Labor task pane shows a snapshot of item information for a part entry in a transaction, including location, UOM, availability, and price, as well as a link to the Price Calculator. The Parts/Labor task pane also displays information about the technician and the labor description for a labor entry.

ClosedPinning/Unpinning the Task Pane

You can pin and unpin the task pane to the side of the TRAVERSE window by clicking the pushpin icon. When the pushpin icon points down, , you can always access the task pane. When the pushpin icon points to the left, , you must hover your cursor over the Tasks tab on the right-hand side of the TRAVERSE window to use the task pane.

Note: You can select True from the ShowTaskPanel field in the View > Preferences... screen to default task panes across the entire system to automatically expand when opening applicable functions. Selecting False in the ShowTaskPanel field defaults task panes to stay closed when opening applicable functions. Even when set to False, you can always use the pushpin icon to pin and unpin the task pane to the right-hand side of the TRAVERSE window.