Posting Time to a Service Order

Once you have a Service Order record, you can start posting time and materials to it, and recording activity.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

How to do it…

To post time to a Service Order, follow these steps:

  1. From within the Lines tab on the Service order click on the Add button in the tool bar to create a new service order line.
  2. To post time against the Service Order select Hour
    from the Transaction type drop down.
  3. Select the Category for the line from the drop down to specify the type of labor that is being assigned to the Service Order.

    Note: If you drill into the Project Categories then make sure that the Active in journals check box is marked.
  4. Also, if you want to update the default costs and prices for the labor that is being assigned to the Service Order then select wither the Cost price or Sales price options from the Setup menu item.

    This will allow you to specify the default rates that will be applied when these Project categories are used on a Service Order.

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