Correcting Service Orders: General Information

In MYOB Advanced, you can make corrections to a service order when an AR invoice has already been generated from the service order and released. In the service order, you can add or delete detail lines, change stock or non-stock items in the detail lines or edit quantities or prices.

In this topic, you will read about the general workflow of correcting a service order when an AR invoice has already been generated from the service order and released.

Learning Objectives

In this chapter, you will learn how to correct a service order which have a generated and released AR invoice.

Applicable Scenarios

You correct a service order in the following cases:

• When you notice that some data has been specified in the service order incorrectly (for example, the date, an item quantity or a unit price).
• When you need to add or delete a detail line or lines to a service order.

General Workflow of Correcting a Service Order When an AR Invoice Has Been Released

To make corrections to a service order from which an AR invoice has been generated and then released, you need to reverse the AR invoice, then you can unclose a service order, make needed corrections and close the document. After that, a new AR invoice can be generated.

In the AR invoice, on the Invoices and Memos (AR301000) form, you (an employee with the appropriate access rights, for example, an accountant) click the Reverse and Apply to Memo command on the More menu (under Corrections). The system creates a credit memo document. You release this credit memo. In the Related Svc. Doc. Nbr. column on the Details tab on the Invoices and Memos form, you find the reference number of the related service order.

In the service order, on the Service Orders (FS300100) form, you (an employee with the appropriate access rights, for example, a service manager) unclose a document by clicking Unclose on the More menu (under Processing). Then you make needed corrections in the document, and close it again. After that, a new AR invoice can be generated from this service order by clicking the Run Billing command on the More menu.