An important step in managing a work order or task is to properly record parts and labor notes within a task. This information can be entered directly into the task window if the repair personnel have access to a computer. Bar code scanners or touch screen project stations can also be used to record time and materials. The technician can record time and parts information on a printed repair order and then be entered into the EBMS task system by a secretary. Review the Printing Tasks and Work Orders section for details on hard copy work order options.
Click
on the Billing tab of the task
as shown below:
The Billing tab will list the items within the entire invoice with some exceptions.
The following items will show on the list:
All inventory items that are classified as Track Count, No Count, Serialized Items, and other track count classifications. (All classifications except Service)
All invoice lines with no inventory item that have an Ordered or Shipped quantity that is non-zero.
The following items will not show:
All inventory items that are classified as Service will NOT show.
All invoice lines that do not contain an inventory item and do not have a value entered into the Ordered or Shipped columns.
The
line items that have been fully shipped can be hidden by enabling the
Show only items that are not shipped
option as shown below:
The Ordered column should reflect the parts and materials that were ordered for a task or project. The user should populate the Shipped column when the items are pulled from inventory or used on the project. Populating the Shipped column will affect the On-Hand value within the inventory system.
Use the Add Item button to add parts or the Delete Item button to remove parts from the work order. These buttons are disabled in the following situations:
The Base Type found in the Advanced tab is not Time and Materials Service. Review the Getting Started > Time and Material tasks vs. Contract Tasks for more details on T&M tasks.
The sales order has been processed into an invoice.
Review the Waiting for Parts or Materials section for details on the Waiting For Parts option.