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This text refers to program version 8.5  

Service Order Example and Work Flow - Page 7 - Work Sheet Transactions

This example describes the consequences of marking a Work Sheet as OK.

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After receiving the spare parts into stock and carrying out the repair, you can mark the Work Sheet as OK and save it. This can have a number of consequences:

1. If you selected the Update Stock option in the Work Sheet, the spare parts used (in this example, the capacitor) will be removed from stock (i.e. stock levels will be amended). Unless you have enabled doing so using Access Groups, you can't change the Update Stock option in a Work Sheet. It will be selected if you have also selected the Work Sheet Update Stock option in the Account Usage Service Order setting.
   

2. If you are maintaining a stock valuation in the Nominal Ledger (cost accounting), a Nominal Ledger Transaction will be created, representing the removal from stock of the spare parts.
   

3. Separate records will be created in the Work Sheet Transaction register for each row on the Work Sheet. The Work Sheet Transaction register is the mechanism by which instructions are conveyed to the invoicing routine as to how the work represented by the Work Sheet is to be charged. In the example, the Work Sheet Transaction shows that the work has been carried out under warranty, so no Invoice will result:
   

   

Service Order Example and Work Flow:

• Introduction
  

• Linking Items Sold to the Service Orders Module
  

• Entering Service Orders
  

• Taking Responsibility for Repair Items
  

• Instructing Technicians - Raising Work Orders
  

• Labour and Spare Parts - Work Sheets
  

• Creating Purchase Orders for Spare Parts
  

• Work Sheet Transactions
  

• Invoicing
  

• Returning Repair Items to Customers

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