You can edit all cost transactions from the Service Invoice window. You may need to choose Redisplay in the Service Invoice window to update the displayed totals after editing the costs.
- Choose Cards > Service Management > Service Manager.
- Select a customer and choose the History indicator.
- Double-click a call and choose Invoice.
- In the Service Invoice 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.
- Choose Save.
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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. |