Add Sales Lines Manually

Explanation

This activity is used to manually add sales lines. You can create sales lines manually for any of the service types included in the work scope. This could be useful in situations where it is necessary to charge the customer for costs that are not covered by the service type’s sales price, and where the costs must be specified separately. Another example is when extra work occurs, for instance if a repair part is extremely heavy and ungainly to move, and the costs cannot be directly connected with the performed work scope.

Prerequisites

• The component repair order line cannot be in Closed status.

System Effects

As a result of this activity, a new sales line in Invoiceable status is created for a component repair order line.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/Repair Lines/Sales Line
Component Repair Order/Repair Lines
Component Repair Order/Exchange Lines
Component Repair Order

Procedure

1. Open the Component Repair Order window and search for an existing component repair order.
2. Click the Repairs or Exchanges tab, and then click the Sales Lines sub tab.
3. Create a new record.
4. Select a cost category from the list.
5. Specify a service type, either by entering the short code or by using the List of Values.
6. Update the sales line price if necessary.
7. Save.