Service

Work Orders - Internal Services

You can raise a non-stock service, e.g. machine installation or a call out, which was provided to the customer, by logging an Internal Service.

Ribbon Access:   Service   >   Work Orders

1. The Work Order Listing screen will be displayed.
2. Click on the row of the work order you wish to log an internal service to.
3. Click on the Services tile.

4. The Internal services for WO Code [work order code] screen will be displayed.
5. Any Internal services already linked to the work order will display in the data grid.

Add Internal Service

6. Click on Add.

Short cut key: Right click to display the Process menu list. Click on Add.

7. The Internal Service screen will be displayed.
• Work Order:  The work order field will auto populate with the work order number that was selected.
• Service:  Click on the search button to display the Select a service for this work order screen.
1. Click on the row of the non-stock service you wish to add to the work order.
2. Click on OK.

• The service description field will be populated with the service selected.
• Quantity: The quantity will default to 1. Click to type in or use the arrow indicators to adjust the quantity, if required.
• Price:  The price will auto populate with the price specified for the internal service. Click to type in an alternative price, if required.
• Billable:   The billable check box will be selected by default. Click to deselect the check box if the service is non billable.

8. When you have finished adding the non-stock service details, click on Save.

9. You will return to the updated Internal services for WO Code screen, with the internal service you have created displaying in the data grid.
10. When you receive the Service Processing to confirm that;
    • Service inclusion on WO: [work order code] complete.
11. Click on OK.

Edit Internal Service

1. From the Internal services for WO Code [work order code] screen,
2. Click on the row of the internal service you wish to edit.
3. Click on Edit.

Short cut key: Right click to display the Process menu list. Click on Edit.

4. When you receive the Internal Services message to confirm;
   • Are you sure you want to edit this service [service code] on WO [work order code]?
5. Click on Yes.

6. The Internal Service screen will be displayed.
7. Make the changes required to the internal service.
8. Click on Save to update the internal service.

9. When you receive the Service Processing message to confirm;
   • Service inclusion on WO : [work order code] complete.
10. Click on OK.

Delete Internal Service

1. From the Internal services for WO Code [work order code] screen,
2. Click on the row of the internal service you wish to remove.
3. Click on Delete.

Short cut key:Right click to display the Process menu list. Click on Edit.

4. When you receive the Time Bookings message to confirm;
   • Are you sure you want to remove this service [service code] on WO [work order code]?
5. Click on Yes.

6. The internal service will be removed from the screen.
7. Click on Back to return to the Work Order listing screen.