Service Orders

Allows a user to generate billing documents for the service order. When this button or command is clicked, the service order becomes available for processing on the Run Service Order Billing (FS500600) form.

This command is available if the Service Order option button is selected under Run Billing For on the Billing Cycles form for the billing cycle that is assigned to the customer (that is, the customer selected in this service order) on the Customers (AR303000) form.

After you invoke this action, you cannot add and delete lines on the Details tab. You also cannot modify the values in the Estimated Quantity and Estimated Duration columns of this tab.

Changes the status of the service order to Canceled. The service order can be reopened, if needed.

This command is available only if the current service order has the Open status.

Changes the status of the service order to Closed, indicating that all the administrative activities related to the service order are completed. The service order cannot be changed after this action has been performed.

This command is available only if the current service order has the Completed status.

This command is available only if the current service order has the Open status.

Changes the status of the service order to Confirmed.

This command is available only when the service order type associated with the service order has the Quote behavior specified on the Service Order Types (FS202300) form.

Converts a quote to a service order. Clicking this button causes the system to open the Select the New Service Order Type dialog box.

This command is available only when the service order type associated with the service order has the Quote behavior specified on the Service Order Types (FS202300) form.

Opens the Appointments (FS300200) form, where you can add a new appointment to the service order.

Opens the Create Purchase Orders (PO505000) form on which you can create purchase order for the items. This command is available only when the Mark for PO check box is selected for items listed on the Details tab of the form.

This command is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the status of the service order to On Hold. You click this button or command when you want to make changes to the document.

This command is available if the appointment has the Open status.

Opens the Service Order dialog box, in which you can configure and run quick processing of the service order that is currently open on this form.

This button or command is available if all of the following conditions are met:

• The service order type selected in the Service Order Type box allows quick processing—that is, if for the service order type, the Allow Quick Process check box is selected on the General tab of the Service Order Types (FS202300) form.
• The billing cycle associated with the customer is defined to generate billing documents from service orders—that is, the Service Order option button is selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle.
• The service order has a status other than On Hold.

This command is available only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the status of the document from On Hold to Open. This command is available if the document has the On Hold status.

Changes the status of the service order to Open, the initial status when a service order is first created. The service order can now be canceled or completed.

This command is available if the service order has the Completed or Canceled status.

Initiates the process of creating and releasing the reversed project transaction and reversed issue of the credit memo type (if any). You can see released documents on the Billing Documents tab of the current form.

This command is available if the billing cycle assigned to the customer is set to generate billing documents from service orders on the Billing Cycles (FS206000) form, and if generation of billing documents is allowed for the service order (that is, if the Allow Billing check box is selected on the Billing Documents tab). If the Bill Only Completed or Closed Service Orders check box is selected on the Billing Cycles form for the billing cycle assigned to the customer, this command is available only if the service order has the Completed or Closed status.

Changes the status of the service order to Completed after the service order has already been closed.

This command is available only if the current service order has the Closed status.

A check box that indicates (if selected) that when quick processing is run for the service order, the system allows the generation of a billing document for this service order.

This check box is displayed in the dialog box if the Allow Billing check box is cleared on the Billing Documents tab. The check box is selected by the system and read-only.

A check box that indicates (if selected) that when quick processing is run for the service order, the system completes this service order.

This check box is displayed in the dialog box if the service order has the Open status. If this check box is selected, it remains selected and becomes unavailable if you select the Close Order check box.

A check box that indicates (if selected) that when quick processing is run for the service order, the system closes this service order.

This check box is displayed in the dialog box if the service order has the Open or Completed status. Also, this check box is available only if the Complete Order check box is selected.

A check box that indicates (if selected) that when quick processing is run for the service order, the system generates a sales order (for which an invoice can be generated) for this service order.

If this check box is selected, it remains selected and becomes unavailable if you select any of the check boxes in the Sales Order Actions section.

The Sales Order Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the sales order generated for the service order.

The section appears on the form only if the Sales Orders option is selected in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form. The check boxes in this section are available only if the Run Service Order Billing check box is selected.

A check box that indicates (if selected) that when quick processing is run for the service order, the system creates an SO invoice for the generated sales order. For details, see Quick Processing of Sales Orders.

This check box appears on the form only if the Use Sales Order Quick Processing check box is cleared. The Prepare Invoice check box is not available if any of the check boxes is selected in the Invoice Actions section.

A check box that indicates (if selected) that when quick processing is run for a service order, the system processes the generated sales order by using the quick processing settings specified for the order type on the Order Types (SO201000) form. For details, see Quick Processing of Sales Orders.

This check box appears on the form only if the Allow Quick Process check box is selected on the Order Types form for the order type selected in the Order Type for Billing box on the General tab of the Service Order Types form.

The Use Sales Order Quick Processing check box is available if the Prepare Invoice check box in the Sales Order Actions section of this dialog box is cleared.

The Invoice Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the generated SO invoice.

This section appears in the dialog box only if one of the following conditions is met:

• On the General tab of the Service Order Types form, the SO Invoices option is selected under Generated Billing Documents.
• All of the following subconditions are met:
  • On the General tab of the Service Order Types form, the Sales Orders option is selected under Generated Billing Documents.
  • On the General tab of the Service Order Types form, an order type based on the IN order template is selected in the Order Type for Billing box.
  • In the Sales Order Actions section of this dialog box, the Use Sales Order Quick Processing check box is cleared.
  • In the Sales Order Actions section of this dialog box, the Prepare Invoice check box is selected.

A box for searching for the company's address.

You can find the address by doing the following:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

The service order type associated with the service order. Service order types can be defined and edited on the Service Order Types (FS202300) form.

If a service order type is selected in the Default Service Order Type box on the User Profile (SM203010) or Service Management Preferences (FS100100) form, the default service order type is initially selected in this box. (You can override the default setting.)

• On Hold: The service order is on hold, so it will not be performed yet.
• Awaiting: The service order is waiting for the applicable billing period of the related service contract to become active. This status is available only if the Service Contract box of the Summary area is filled in and if for the service contract, on the Summary tab (Billing Settings section) of the Service Contracts (FS305700) form, End-Period Plus is selected in the Billing Type box.
• Open (default): The service order has been created but has not yet occurred.
• Completed: All the activities related to the service order have been completed.
• Canceled: The service order has been canceled.
• Closed: All the administrative activities related to the service order have been completed.
• Copied: The service order of a service order type with the Quote behavior that has been copied to a new service order of a service order type with the Regular behavior.
• Quote: The service order is a quote; therefore, it cannot yet be performed and cannot have an assigned appointment.

The workflow stage, which provides summary-level information about the workflow progress of the service order. You select the workflow stage manually based on the current progress. The stages are defined on the Workflow Stages (FS202100) form.

This box is available only if the Enable Workflow Stages check box is selected on the Service Management Preferences (FS100100) form.

The customer's order number that is associated with the service order.

If the service order has been created from the sales order, the system fills in this box with the customer order number of the sales order specified in the Customer Order Nbr. box on the Sales Orders (SO303000) form.

The external reference number of the document that is associated with the service order.

If the service order has been created from a sales order, the system fills in this box with the external reference number of the sales order specified in the External Reference box on the Sales Orders form.

The customer associated with the service order.

This box is not available if a service order type with the Internal Appointment behavior (specified on the Service Order Types form) is selected in the Service Order Type box.

The customer location associated with the service order.

This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

This box is not available if a service order type with the Internal Appointment behavior (specified on the Service Order Types form) is selected in the Service Order Type box.

The currency of the document.

By default, it is the customer's default currency. To change the currency rate, click the arrow by the rate to invoke the Rate Selection dialog box.

This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form.

The service contract associated with the service order.

This box appears on the form if the billing cycle assigned to the customer is defined (on the Billing Cycles (FS206000) form) to generate billing documents from service orders, and the End-Period Plus type is selected for this contract on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.

The billing period of the service contract associated with the service order. The system fills in this box with the active period of the service contract specified in the Service Contract box.

This box appears on the form if the service contract is specified in the Service Contract ID box.

The project associated with the service order.

If a service contract is associated with this service order, the system fills in this box with the project associated with the service contract—that is, the project specified in the Project box on the Service Contracts or Route Service Contracts form. If the Service Contract box is empty, by default, the non-project code is selected in this box.

This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features form.

The project task that is assigned by default to each new service, non-stock item, stock item associated with the service order.

If for the project selected in the Project box, a default project task is specified on the Tasks tab of the Projects (PM301000) form, the system fills in this value in this box. If a service contract is associated with this service order (that is, if one is selected in the Service Contract box), the system fills in this box with the default project task associated with the service contract, which is the task selected in the Default Project Task box on the Service Contracts or Route Service Contracts form.

This box appears on the form only if the identifier of a project is selected in the Project box and the Projects feature is enabled on the Enable/Disable Features form.

• If the billing cycle of the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, this is the sum of the Invoice Total amounts of all appointments related to a particular service order. For each appointment, the Invoice Total box is shown in the Summary area of the Appointments (FS300200) form.
• If the billing cycle of the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, this is the amount shown in the Estimated Total box in the Summary area of the current form.

A check box that indicates (if selected) that at least one item needs to be received. The system selects this check box when you select the Mark for PO check box for at least one item on the Details tab.

The system clears this check box when all purchase orders related to the items of the appointment are completed.

This check box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that a new or follow-up appointment needs to be created for the service order.

The system selects the Appointments Needed for a service order under the following conditions:

• At least one line item on the Details tab is not associated with an appointment.
• At least one associated appointment is not finished and has the Completed status—that is, the Finished check box is cleared on the Appointments (FS300200) form—and no appointment has been scheduled after.

The identifier of the room in your company where the service is performed (if it takes place at your branch location). The rooms of a branch location are defined on the Branch Locations(FS202500) form.

This box is available only if the Enable Rooms check box is selected on the Service Management Preferences (FS100100) form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The identifier of the problem reported by the customer.

You can select only problems that have been associated with the selected service order type of the service order on the Problems tab of the Service Order Types form.

Opens the Add Staff dialog box, which you can use to select the staff members to be assigned to perform services associated with the service order.

This button appears on the table toolbar only if the Enable Default Staff in Service Orders check box is selected on the Service Management Preferences (FS100100) form.

You specify the details of the expense receipt, such as the expense item (that is, the non-stock item of the particular expense, such as transportation) and description, and save the expense receipt. You can select the Billable in Svc. Doc. check box to specify that the expense item should be billed along with the service order. If the expense receipt should be billed separately, leave this check box cleared. If an expense receipt is associated with a project, the Billable in Svc. Doc. check box will be read-only. The system adds a line with the expense item (from the expense receipt) on the Details tab of the Service Orders (FS300100) form.

The number of the line on the Details tab for which you are selecting a staff member.

If you have opened the dialog box from the Details tab, the system fills in this box with the line reference number of the service that you have selected on the tab.

In the Skills table, you can select and view the skills that are necessary for performing the services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the skills that are necessary for the service.

The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.

In the License Types table, you can select and view the license types that are necessary for performing services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the license types that are necessary for the service.

The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.

In the Staff Members table, you can select the staff members to perform services and view the staff members that have been assigned to perform services. You assign a staff member by selecting the Included box for the staff member. The system adds this staff member to the Staff tab of the form.

The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.

• Employee
• Vendor

The identifier of the staff member.

The subitem for the stock item. To specify a multi-segment subitem, click F3 to open the list of subitem segment values.

This column appears in the dialog box only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

The date of shipping for the item's quantity specified for this allocation line.

By default, the warehouse from which the item is sold. If the Allocated check box is selected, you can select the warehouse where the specified quantity of the item is hard-allocated or reserved.

This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

The serial number of the unit of the stock item, or the lot number of the specified quantity of the stock item to be allocated. Click the cell to select the lot or serial number. Once you specify the number, the line quantity is updated and a new line with the remaining quantity is added automatically.

This column is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.

The dialog box has the following button.

The branch that provides the item.

This column appears only if the Multibranch Support feature is enabled on the Enable/Disable Features form.

• Requiring Scheduling (default): The item has not yet been added to any appointment of the service order, or the entire quantity of the item specified in the service order has not yet been added to the related appointments.
• Scheduled: The item has been added to an appointment of the service order. The system assigns this status to a line when the related item is added to the appointment.

  The system changes the Requiring Scheduling status to Scheduled when the entire quantity of the item specified in the service order has been added to the related appointments.

• Canceled: The item has been canceled.

  The system changes the status of the line to Canceled when the related appointment line is canceled or the Cancel command is performed for the entire service order.

• Completed: The activities related to the item have been completed.

  The system changes the status of the line to Completed when the related appointment line is completed or the Complete command is performed for the entire service order.

The system updates the status when certain actions are performed, but you can also change the status manually.

• Service (default): The line is a service—that is, a non-stock item with the Service type defined on the Non-Stock Items (IN202000) form.
• Non-Stock Item: The line is a non-stock item with a type of Non-Stock Item, Labor, Charge, or Expense defined on the Non-Stock Items form.
• Inventory Item: The line is a stock item of any type defined on the Stock Items (IN202500) form.

  This option is not available if the service order type of the appointment has the Route behavior on the Service Order Types form.

• Comment: The line is a comment. You can use this type to indicate to the staff member a remark about the service. You type the comment in the Description column.
• Instruction: The line is an instruction. You can use this type to indicate to the staff member an instruction about the service. You type the instruction in the Description column.
• Pickup/Delivery Item: The line is a stock item defined on the Stock Items (IN202500) form of any type.

  This option appears on the form only if the service order type of the appointment has the Route behavior on the Service Order Types form.

The subitem code for the inventory item.

This column appears on the form only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. This column is available only if the line has the Inventory Item type.

• Time: The item of the Service type is billed based on time, with the specific time used depending on the option button selected under Run Billing From on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer:
  • Appointments (that is, the billing cycle is defined to generate billing documents from appointments): The time that was spent delivering the service.
  • Service Orders (that is, the billing cycle is defined to generate billing documents from service orders): The time that was estimated to be spent on delivering the service.

  In both of these cases, the price of the service is defined per unit of time.

• Flat Rate: The item is billed a fixed price, regardless of the time that was spent delivering the item. For an item of the Non-Stock or Inventory Item type, this option is selected by default and cannot be changed.
• None: The item of the Service type is free of charge. (That is, no price is specified for the service.)

This column is available for editing if Service is selected in the Line Type column.

• Selling Model Equipment: Registers a sale of the stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. When the related invoice is released, a target equipment entity corresponding to the stock item is created in the system.
• Replacing Target Equipment: Registers the replacement of the target equipment entity specified in the next column with a new stock item of the Model Equipment type whose identifier is selected in the Inventory ID column.
• Selling Optional Component: Registers a sale of the optional stock item of the Component type. When the related invoice is released, on the Components and Warranties tab of the Equipment (FS205000) form, the system adds a new component of the previously added target equipment entity (which you specify in the Target Equipment ID column) or of the model equipment entity (which you specify in the Model Equipment Ref. Nbr. column) that is being sold within the same order.
• Upgrading Component: Registers the upgraded component (which replaces the default component) of a piece of model equipment (which you specify in the Model Equipment Ref. Nbr. column) during a sale of the model equipment.
• Replacing Component: Registers the replacement of a component of the piece of target equipment specified in the Target Equipment ID column. You specify the applicable component in the Component Ref. Nbr. column.
• N/A: Registers the sale of an inventory item in the system to the customer. If model equipment, target equipment, or a component is specified for the line, the record will not be created or modified on the Equipment form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The identifier of the equipment for which the item is provided. This equipment may belong to the customer, or it may be your company's property.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The line reference number of the model equipment for which the item is provided. The line reference number of the model equipment is specified in the Ref. Nbr. column.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The component of the equipment whose line reference number is selected in the Model Equipment Ref. Nbr. or Target Equipment ID column for which the item is provided.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The line reference number of the component of the target equipment selected in the Target Equipment ID column for which the item is provided. The line reference number is derived from the Ref. Nbr. column on the Components and Warranties tab of the Equipment (FS205000) form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The staff member that is assigned to perform the service. If no staff members are assigned or multiple staff members are assigned to perform the same service, this column is filled in with <SPLIT>.

This column appears on the tab only if the Enable Default Staff in Service Orders check box is selected on the Service Management Preferences form.

A read-only check box that indicates (if selected) that the related target equipment or component is under warranty.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

The location in the warehouse where the stock item is stored.

This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.

The total estimated time that the item is expected to last.

This column is available only for the lines of the Service or Non-Stock Item type.

The estimated quantity of the item in this line.

This column is available for editing only if Flat Rate or None is selected in the Billing Rule column for the line.

The unit price of the of line item.

The price is inserted by the system according the rules of automatic price selection. For details, see Automatic Price Selection: Rules of Price Selection.

A check box that indicates (if selected) that the price for the item is defined manually.

The system selects this check box if you change the value in any of the following columns: Unit Price, Ext. Price, Discount Percent, or Discount Amount.

The cost of one unit of the line item.

For lines of the Service and Non-stock Item types, the system updates this box in the following order:

• With the current cost specified in the Current Cost box on the Price/Cost tab of the Non-Stock Items (IN202000) form.
• If applicable, with the unit cost specified in the purchase order with the Open status, which has been created from the service order (the Mark for PO check box is selected for the line item on the current form)
• If applicable, with the unit cost specified in the AP bill with the Open status related to the purchase order, which has been created from the service order.

For lines of the Inventory Item type, the system fills in this column with the value specified in the Estimated Unit Cost box on the Inventory Summary (IN401000) form based on the combination of the values selected in the Inventory ID and the Warehouse boxes.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the line item is included in the service contract associated with the service order.

If multiple lines with the same inventory ID are added to the tab and this item is specified on the Services per Period tab for the related service contract, this check box is selected only for the first added line. The other lines are billed as additional items at the prices specified in the Unit Price column.

This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.

The quantity of the line item that is covered by the service contract.

This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.

The quantity of the line item that exceeds the quantity that is covered by the service contract.

This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.

You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line).

The line-level discount percent to be applied to the extended price of the item. The value in this box can be specified as follows:

• You can specify the discount percent manually.
• If the service order was generated when an appointment was created, the system copies the discount percent of the line from the appointment.
• If you have changed the value in the Discount Amount box, the system recalculates the discount percent.

You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line). If the service order was generated from an appointment, the changes are not applied to the appointment.

The line-level discount amount to be applied to the extended price of the item. The value in this box can be specified as follows:

• You can specify the discount amount manually.
• If the service order was generated when an appointment was created, the system copies the discount amount of the line from the appointment.
• If you have changed the value in the Discount Percent box, the system recalculates the discount amount.

You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Contract Item check box is selected in the line). If the service order was generated from an appointment, the changes are not applied to the appointment.

• For the items that are not included in the related contract (that is, the items for which the Service Contract Item check box is cleared in the line) or if the Service Contract box (in the Summary area) is blank for the service order, the system calculates this value as the extended price of the item minus the discount amount (if applicable).
• For the items that are included in the related contract (that is, the items for which the Service Contract Item check box is selected in the line), the system calculates this value as the overage unit price multiplied by the overage quantity.

A check box that indicates (if selected) that the service or non-stock item was marked for purchasing.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form, and is only enabled for Service Order Types whose Generated Billing Documents field (Preferences > Billing Settings) is set to Sales Orders, SO Invoices or Project Transactions.

The Purchase from Service Order value indicates that the creation of a purchase order has been initiated by the current service order, and the items to be purchased will be received at the warehouse.

The identifier of the vendor that provided the item.

For the items of the Inventory Item type, by default, the vendor specified as default for the stock item on the Vendors tab of the Stock Items (IN202500) form is selected if the Mark for PO check box is selected for this item. You can override it if necessary.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

The location of the vendor that provided the item. By default, the location of the default vendor of the item is selected. You can override it if necessary.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

The number of the purchase order related to the ordered item.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

• Cleared: The purchase order has not yet been created in the system.
• On Hold: The purchase order is a draft and can be edited manually.
• Pending Approval: The purchase order has not been approved by all the assigned persons. The purchase order's assignment for approval is performed according to the approval map selected for orders of this type on the Purchase Orders Preferences (PO101000) form.

  This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form.

• Open: The order was processed in accordance with the settings on the Purchase Orders Preferences form but has not been completed yet.
• Pending Printing: Printing is required for the document but has not been performed yet. The purchase order should be printed if the Print Orders check box is selected for the vendor on the Vendors (AP303000) form.
• Pending Email: Emailing is required for this document, but it has not been performed yet. The purchase order should be printed if the Send Orders by Email check box on the Vendors form is selected for the vendor.
• Closed: All the ordered goods were received.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

The project task with which this item is associated. If the Service Contract Item check box is not selected for this line item, the system fills in this column with the value specified for the service order in the Default Project Task box in the Summary area of this form. If the Service Contract Item check box is selected for this line item, the system fills in this column with the value specified for the item in the Project Task column on the Services per Period tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.

This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features form. This column is available only if the identifier of a project is specified in the Project box in the Summary area of this form.

The cost code with which this item is associated to track project costs and revenue. If the default cost code is specified in the Default Cost Code box on the Service Order Types (FS202300) form for the service order type of the service order, the system fills in this cost code in this column. If the Service Contract Item check box is selected for this line item, the system fills in this column with the values specified for the item in the Cost Code column on the Services per Period tab of the Service Contracts or Route Service Contracts form.

This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features form.

The sales account used for the transaction.

This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.

If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types form) is selected on the current form, the account cannot be specified and the account of the default account group will be used in the billing documents.

The corresponding subaccount used for the transaction.

This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.

If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types form) is selected on the current form, the subaccount cannot be specified and the subaccount of the default account group will be used in the billing documents.

This column appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the purchase order that is related to the item has been completed.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

The branch that handles the service order.

The customer that will be billed for the service.

If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).

The system inserts the tax zone by using the applicable rule, which it determines as follows:

1. If the service order is related to a particular project (that is, if a project is specified in the Summary area of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
2. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the postal code is not mapped to any tax zone, the customer tax zone is the tax zone assigned to the selling branch specified for the service order (on the Financial tab of the current form). The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.

The tax calculation mode that will be used for the service order.

The billing cycle that is applied to the service order.

If the Manage Multiple Billing Options per Customer check box is selected on the Service Management Preferences (FS100100) form, this box is filled in with the billing cycle specified for the customer of the service order in the Billing Cycle box on the Customers (AR303000) form. If this check box is cleared, the system fills in this box with the billing cycle specified for the service order type on the Service Billing tab of the Customers form.

The salesperson assigned to the customer.

If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types form) is selected on the current form, the salesperson cannot be specified.

A check box that indicates (if selected) that commission is paid to the salesperson.

If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types form) is selected on the current form, the check box cannot be selected.

• Service: The line is a service.
• Non-Stock Item: The line is a non-stock item.
• Inventory Item: The line is a stock item.
• Labor: The line is associated with a staff member.

The price of a unit of this line item.

The system fills in this column if the line has the Service, Non-Stock Item, or Inventory Item type.

For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Unit Cost column of the Details tab.

For a line of the Labor type, the system inserts the cost specified in the Rate column on the Labor Rates (PM209900) form for the employee (that is, the staff member).

For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Estimated Quantity column of the Details tab.

For a line of the Labor type, this column is empty.

For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Estimated Amount column of the Details tab.

For a line of the Labor type, this column is empty.

For a line of the Labor type, this column is empty.

For a line of the Service, Non-Stock Item, or Labor type, the duration specified on the Log tab of the Appointments form in the appointment associated with the service order.

For a line of the Inventory Item type, the system inserts 0.

The actual quantity of the line item. The system fills in this column with one of the following values, based on the line type:

• For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
  • If Appointments is selected, the value specified for this item in the Actual Quantity column on the Details tab of the Appointments form in the appointment associated with this item.
  • If Service Orders is selected, the value specified for this item in the Estimated Quantity column of the Details tab of the current form.
• For a line of the Non-Stock Item or Service type: The value specified for this item in the Actual Quantity column of the Details tab of the Appointments form in the appointment associated with this item.
• For a line of the Labor type: The value specified in the Actual Duration column of this row (of the current tab).

The quantity to be billed for this line item. The system fills in this column with one of the following values, based on the line type:

• For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
  • If Service Orders is selected, the value specified for the item in the Quantity column of the Details tab of this form.
  • If Appointments is selected, the value specified for the item in the Appointment Quantity column of the Details tab of this form.
• For a line of the Labor type: One of the following values, based on whether for the service order type of the selected service order, on the Service Order Types form, Project Transactions is selected in the Generated Billing Documents box and Cost as Cost is selected in the Billing Type box:
  • If these settings are specified, the value of the Actual Quantity column of the Details tab on the Appointments form in the associated appointment.
• For a line of the Service or Non-Stock Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
  • If Service Orders is selected, the value of the Estimated Quantity column of this row (of the current tab).
  • If Appointments is selected, the value of the Billable Quantity column of the Details tab of the Appointments form for the appointment associated with this item.

The amount of this line item to be billed. The system fills in this column with one of the following values, based on the line type:

• For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
  • If Service Orders is selected, the value specified in the Amount column of the Details tab.
  • If Appointments is selected, the value specified in the Appointment Amount column of the Details tab.
• For a line of the Labor type: One of the following values, based on whether for the service order type of this service order, on the Service Order Types form, Project Transactions is selected in the Generated Billing Documents box and Cost as Cost is selected in the Billing Type box:
  • If these settings are specified, the value of the Actual Amount column of the Details tab of the Appointments form for the line representing this labor item.
• For a line of the Service or Non-Stock Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
  • If Service Orders is selected, the value of the Estimated Amount column of this row (of the current tab).
  • If Appointments is selected, the value of the Billable Amount column on the Details tab of the Appointments form for the appointment associated with this item.

Billable Amount – Ext.Cost

Profit / Ext.Cost * 100

Profit / Billable Amount * 100

The identifier of the assigned staff member.

• Employee
• Vendor

The reference number of the appointment for which the prepayment has been received.

The system fills in this box if the prepayment has been created from the appointment—that is, if the user has created it by clicking Create Prepayment on the Prepayments tab of the Appointments (FS300200) form.

• If the billing cycle assigned to the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, the system calculates this value as follows:

  (Estimated Billable Total - Cost Total)/Cost Total*100

  , where the Estimated Billable Total and Cost Total values are shown on the current tab.
• If the billing cycle assigned to the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, the system calculates this value as follows:

  (Actual Billable Total - Cost Total)/Cost Total * 100

  , where the Actual Billable Total and Cost Total values are shown on the current tab.

• If the billing cycle assigned to the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, the system calculates this value as follows:

  (Estimated Billable Total - Cost Total)/Estimated Billable Total*100

  , where the Estimated Billable Total and Cost Total values are shown on the current tab.
• If the billing cycle assigned to the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, the system calculates this value as follows:

  (Actual Billable Total - Cost Total)/Actual Billable Total*100

  , where the Actual Billable Total and Cost Total values are shown on the current tab.

A check box that indicates (if selected) that a billing document can be generated for the service order.

If this check box is selected, you cannot add or delete lines on the Details tab. You also cannot modify the values in the Estimated Quantity and Estimated Hours columns of this tab.

• AR Invoice: The generated document is an AR invoice or a credit memo (if the service order has a negative balance).
• AP Bill: The generated document is an AP bill.
• Sales Order: The generated document is a sales order of the type that is specified in the Order Type for Billing or Order Type for Negative Balance Billing box of the Service Management Preferences (FS100100) form.
• SO Invoice: The generated document is an SO invoice or a credit memo (if the service order has a negative balance).
• Project: The generated document is a project transaction; if the service order has any stock items, an issue is also generated.

• FS Order: The service order was created on this form, was created from a quote, or was generated when a new appointment was created on the Appointments (FS300200) form.
• SO Order: The service order was created from a sales order on the Sales Orders (SO301000) form.
• Case: The service order was created from a case on the Cases (CR306000) form.
• Opportunities: The service order was created from a case on the Opportunities (CR304000) form.