Services

1. Access the Services tab by clicking on it in an open repair order.
2. Alternately, from the Whiteboard, highlight the desired RO line, then click the Services link in the preview pane (in the lower right section of the tab).
3. Select the Add Invoices tab.
4. Highlight the desired service line in the displayed list.
5. Double-click in the Vnd List column. The amount listed in the Estimate column automatically appears. If the amounts are not the same, enter the correct amount in the Vnd List column.
6. Double-click in the Cost Total column to enter the cost.
7. In the lower left Purchase Order section of the tab, select the Vendor from the list.
8. Enter the Invoice # in the appropriate field.
9. Confirm or enter the invoice Date.
10. If you are posting only one line and you have pre-paid the vendor, select the check box on the service line in the P (Paid Vendor) column. If you are receiving multiple lines, clear the Send to Payables check box located in the Purchase Order section at the bottom of the tab.
11. Click the Post button in the Purchase Order section. Once the service has been posted, it cannot be changed; however, it can be voided and re-posted.

Once a service item has been posted, it cannot be changed; however, it can be voided. You must have the appropriate access rights in order to void a posted item.

1. Access the Services tab by clicking on it in an open repair order.
2. Alternately, from the Whiteboard, highlight the desired RO line, then click the Services link in the preview pane (in the lower right section of the tab.)
3. Select the Posted Invoices tab.
4. Highlight the desired service line in the displayed list.
5. Click the Void button at the bottom left of the tab.
6. Click Yes to confirm; the posting has been voided. Re-post the service invoice, if needed.

Certain profit centers can be set to automatically calculate the cost of sale by a percentage that is determined in Configuration > Analytics > Job Cost. It might also become necessary to remove an auto-calculated cost on a repair order.

1. Access the Services tab by clicking on it in an open repair order.
2. Alternately, from the Whiteboard, highlight the desired RO line, then click the Services link in the preview pane (in the lower right section of the tab.)
3. Select the Posted Invoices tab.
4. Highlight the desired service line item in the displayed list.
5. Click the Void button at the bottom left of the window. The text in the line will turn red.