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The Service Documents window lists unposted and posted documents for the service call. Voided documents are indicated by an asterisk. The fields at the bottom of the window display the costs for all posted and unposted documents attached to the service call. Costs for voided documents are not included in these totals.

Adding costs to a document

  1. Double-click a document in the Unposted Documents scrolling window. The Sales Transaction Entry window opens.
  2. Complete the Sales Transaction Entry window.

  3. If you want to change the cost code on a line item, choose the User-Defined button in the Sales Transaction Entry window. In the Sales User-Defined Fields Entry window, choose the expansion button in the Service Call field. The Signature SOP Transactions window opens, where you can change the cost code for the transaction. 

    Note

    If you choose the Delete button in the Signature SOP Transactions window, the cost code for all line items will be set to the default cost code. Also, if you choose the Apply All button, the cost code you choose will be applied to all transactions with a cost category of 5 or less.


  4. Save or post the transaction.

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Note
  • You cannot mark the individual sales order or quote document as repeating in the Sales Document Detail Entry window. Also, you cannot assign a SOP transaction to a service call or job using the User-Defined Field Entry window if the individual SOP sales order or quote document is marked as repeating.
  • When voiding documents, you must close the Sales Transaction Entry window and print the Sales Voided Posting Journal for a voided document to move from the Unposted Documents scrolling window to the Posted Documents scrolling window.
  • If the Enable Quantity Canceled in the Sales Order Fulfillment check box checkbox is marked in the Microsoft Dynamics GP Sales Fulfillment Order/Invoice Setup window, the committed cost on Job Cost invoices and actual cost on Service Management invoices will be reduced.

Adding another document to the service call

  1. Choose the New Document button in the Service Documents window. The Sales Transaction Entry window opens.
  2. Complete the Sales Transaction Entry window.

  3. Save or post the transaction. Distribution accounts are updated when the transaction is saved or posted.

    Note

    If you chose the option to maintain SOP history, you can double-click a posted document to open the Sales Transaction Inquiry Zoom window.


To view costs for a document:

Select the document in the scrolling window and choose the View Costs button to open the Service Invoice Costs window. The Service Invoice Costs window lists the costs for the service call. Zoom on the Service Call ID field to view the call in the Service Call window. Zoom on the Document No. field to open the Sales Transaction Entry window for unposted costs or the Sales Transaction Inquiry Zoom window for posted costs.