Transactions

Use the Transactions function to determine whether a service order dispatch should have activity added, including parts costs, freight costs, or labor resources.

Transactions allow you to track your expense items on a dispatch. These lines belong to individual dispatches, allowing you to generate unique labor and parts lists and record dispatch completion details. The information in Transactions is then used to post costs.

Transactions added using the Transactions tab on the Dispatch tab in the Service Order Entry screen will be displayed and can be edited if appropriate.

If Service Director interfaces with Inventory, part quantities update IN on-hand quantities online. Posting service orders updates dates, summary and detail history and serial and lot information.

Note: Quantity available = quantity on hand - quantity committed - quantity on hold (The Quantity On Hold field may be available through the Column Chooser.)

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: labor, part, freight, or misc.
4. Select, if applicable, the technician resource or the item ID in the Resource ID field. This field is disabled for 'Freight' and 'Misc' types.
5. Edit, if applicable, the description in the Description field.
6. Select, if applicable, the location in the Location ID field. This field is disabled for 'Freight' and 'Misc' types.
7. Edit, if applicable, the unit of measure in the Unit field. This field is disabled for 'Freight' and 'Misc' types.
8. Edit, if applicable, the quantity in the Qty Estimated field. This field is disabled for 'Freight' and 'Misc' types.
9. Edit, if applicable, the quantity in the Qty Used field. This field is disabled for 'Freight' and 'Misc' types.
10. Edit, if applicable, the amount in the Unit Price field. This field is disabled for 'Freight' and 'Misc' types.
11. Edit, if applicable, the date in Date field.
12. Select, if applicable, a code in the Labor Code field.
13. If you are adding a freight or miscellaneous amount, enter the amount to be posted in the Ext Cost field. Note: In grid view, add the Ext Cost field to the grid using the Column Chooser.
14. Close the screen to save and exit the function.
15. Click a command button to

Click	To
Update Link	Update the picked/received quantities in inventory if Service Director interfaces with Inventory
Lot No/Ser No Entry	Enter the lot number or serial number of a lotted or serialized part as required if Service Director interfaces with Inventory
Detail	View the details of the extended quantity for the selected part if Service Director interfaces with Inventory.
Req	Enter a purchase order or a requisition if the PO business rule has been set to allow generation of purchases from Service Director. The purchase order number created will appear in the Linked column of the grid.