Viewing a Work Sheet Transaction - Header
This page describes the fields in the Header in the Work Sheet Transaction record window. Please follow the links below for descriptions of the other cards:
---
- Customer
- The Customer Number (from the originating Work Sheet or Activity). This field cannot be changed.
- Item
- The Item Number of an Item representing the type of labour or spare part that was supplied, taken from the originating Work Sheet row or Activity. This field will be filled automatically and cannot be changed.
- Employee
- The Employee's Signature from the originating Work Sheet or Activity. This field cannot be changed.
- Date
- The Date of the originating Work Sheet or the Start Date of the originating Activity. This field cannot be changed.
- Comment
- Any text in the Description field in the originating Work Sheet row will be entered here. Usually this will be the Item Name. If the originating record is an Activity, the contents of the Text field in the header of the Activity will appear here.
- Ser No.
- The serial number of the originating Work Sheet or Activity. This field cannot be changed.
- Invoice
- When you raise an Invoice is raised from a Work Sheet Transaction, the Invoice Number will be copied here. This will prevent the Work Sheet Transaction from being invoiced again and will also prevent you from changing the quantities and prices below.
- If you remove this number, you will be able to raise another Invoice. You will need to do this if you have raised a Credit Note against a Service Order Invoice and you want to create another Invoice for the relevant Work Sheet Transactions.
- Serv. Order No.
- The serial number of the parent Service Order. This field cannot be changed.
- Work Order No.
- The serial number of the Work Order from which the originating Work Sheet was created. This field cannot be changed.
- Contract No.
- If the Item being repaired was under Contract, the Contract Number will appear here, taken from the relevant row in the originating Service Order.
- Type
- The Type is determined by the Item Type in the Work Sheet row from which the Work Sheet Transaction was created. If the Item Type in the Work Sheet row is "-", this Type will be taken from the relevant row in the Work Order or Service Order from which the Work Sheet originated.
- An Invoice will only be raised from a Work Sheet Transaction if the Type is set to Invoiceable.
- Register
- This set of options shows whether a Work Sheet Transaction was created from a Work Sheet or Activity.
- Item Type
- The Item Type of the Item, taken from the 'Pricing' card of the Item record, is shown here for reference only.
---
The Work Sheet Transaction register in Standard ERP:
Go back to:
