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HansaManuals Home   >> Standard ERP   >> Service Orders   >> Work Sheet Transaction Register  

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This text refers to program version 8.5  

Introduction to the Work Sheet Transaction Register

The Work Sheet Transaction register keeps a record of the labour and parts that you used or supplied when working on Service Orders. Work Sheet Transactions will be created when you mark as OK and save the following records:
  • Work Sheets. Separate Work Sheet Transactions will be created for each row in the originating Work Sheet.

  • Activities with an Activity Type that belongs to an Activity Class in which the Create Work Sheet Transaction box is ticked. One Work Sheet Transaction will be completed for each Activity.

  • Returned Goods records that you have created from Service Orders and Work Sheets.
You can change some of the fields in a Work Sheet Transaction record, but you cannot delete Work Sheet Transaction records, or add them directly to the Work Sheet Transaction register.

When you need to create an Invoice from a Service Order, you will highlight the Service Order in the 'Service Orders: Browse' window or open it in a record window and then select 'Invoice' from the Create menu (Windows/macOS) or + menu (iOS/Android). This function will search for uninvoiced Work Sheet Transactions applicable to the selected Service Order and use them to construct the Invoice.

When a Work Sheet Transaction is used in an Invoice, the Invoice Number will be copied back to the Work Sheet Transaction, to ensure it won't be included in future Invoices. If you credit an Invoice created from a Work Sheet Transaction, it might be that you will need to raise a new Invoice at a later time. If you need a Work Sheet Transaction that was included in the credited Invoice to be invoiced again, remove the Invoice Number from the Work Sheet Transaction record. Be very careful when doing so, since it is possible to duplicate Invoices!

Work Sheet Transactions will always be created from Work Sheets and Activities with the appropriate Activity Types, even for work carried out under warranty or contract. This allows detailed analysis on such work to be included in reports. The 'Create Invoice' function will not use these Work Sheet Transactions when creating Invoices, so their purpose is solely to record a cost that was incurred or an Item that was supplied.

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The Work Sheet Transaction register in Standard ERP:

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