Open
an existing inventory item that is classified as Service
as shown below:
Review the Using the Inventory
Items > Inventory Module for Non-Inventory Items > Using Inventory
Items to Identify Service Items section within the Inventory Documentation
for more details on creating a service inventory code.
The Estimated Hours entry is used as the ratio between the billable hours and the sales order. A value of ‘1’ should be entered if the billable hours is to equal the quantity within the sales order. For example, if a time and materials work order or task is billed by the hour enter a value of 1 into the Estimated Hours entry. Each time the time is changed in the task the quantity would be updated using the Estimated Hours value.
If the task is created from the sales order the Billable Hours within the billing tab = Quantity in SO * the Estimated Hours within the inventory item. Review the Creating a Task from an Invoice section for more details.
If the sales order is created from the task the sales order quantity = Billable Hours divided by the Estimated Hours value within the task. Review the Getting Started > Time and Material tasks vs. Contract Tasks section for more details on creating sales orders from tasks.
Enable the Enter task for this item option to prompt the user to create a task when this item is entered into an invoice or proposal. The prompt to create tasks will be when the invoice is saved or a sales order is created from the proposal screen.
Select the Default Task Type. The new task wizard will default to the selected Default Task Type.