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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, select the User-Defined button in the Sales Transaction Entry window. In the Sales User-Defined Fields Entry window, select the expansion button in the Service Call field. The Signature SOP Transactions window opens, where you can change the cost code for the transaction. 

   NoteIf

    If you select

   the Delete button

   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 select

   the Apply All button

   the Apply All button, the cost code you select will be applied to all transactions with a cost category of 5 or less.

4. Save or post the transaction.

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1. Select 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.

   NoteIf

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

Viewing Costs for a Document

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