You can edit all cost transactions from the Service Invoice window. You may need to select Redisplay in the Service Invoice window to update the displayed totals after editing the costs. If a mistake was made when entering a cost, the original entry can be deleted if it has not yet been posted by choosing Delete.
- Access the Costs or Labor Costs window from one of the following paths:
- From the Service Call History window:
- Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double-click a call and select the Purchase Order button.
- From the Service Call Status window:
- Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double-click a call. From the Service Call window, select Go To, and select Service Call Status. Select the Purchase Order button.
- From the main Inquiry navigation, select Service Management, and select Service Call Status. If you have the service call ID, you can enter that in the Service Call ID field and tab off to automatically populate the Customer ID and Location Address ID fields and the service call information. Select the Purchase Order button.
- From the Service Call History window:
- Zoom on a cost category.
In the Costs or Labor Costs window, double-click a transaction to open the Adjustment to Costs window.
Note If a cost originated in Microsoft Dynamics GP, you can select a line item in the Costs window and zoom on the Reference Number field to open the Microsoft Dynamics GP transaction entry window.
Edit the Billing Amount, Equipment ID, and Item Description fields as necessary. The Equipment ID field is not available for labor transactions.
Note The Billable and Taxable checkboxes cannot be edited after the cost transaction has been posted. You can, however, enter a billable amount at this time. The taxable amount cannot be edited.
- Select Save.