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Service Orders

Form ID: (FS300100)

On this form, you enter new service orders and view and edit the details of existing ones. In a service order, you can specify the applicable customer, the services to provide, the staff members who will perform the services, any inventory items to be sold as part of the service order, and any needed equipment to provide the service.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Allow Billing Allows a user to generate billing documents for the service order. When this button or command is clicked, the service order becomes available for processing on the Run Service Order Billing (FS500600) form.
This command is available if the Service Order option button is selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle that is assigned to the customer (that is, the customer selected in this service order) on the Customers (AR303000) form.
After you invoke this action, you cannot add and delete lines on the Details tab. You also cannot modify the values in the Estimated Quantity and Estimated Duration columns of this tab.
Cancel Changes the status of the service order to Canceled. The service order can be reopened, if needed.
This command is available only if the current service order has the Open status.
Close Changes the status of the service order to Closed, indicating that all the administrative activities related to the service order are completed. The service order cannot be changed after this action has been performed.
This command is available only if the current service order has the Completed status.
Complete Changes the status of the service order to Completed, which indicates that all the operative activities related to the service order have been completed. The service order can now be reopened or closed. This command is available only if the current service order has the Open status.
Confirm Changes the status of the service order to Confirmed.
This command is available only when the service order type associated with the service order has the Quote behavior specified on the Service Order Types (FS202300) form.
Copy Converts a quote to a service order. Clicking this button causes the system to open the Select the New Service Order Type dialog box.
This command is available only when the service order type associated with the service order has the Quote behavior specified on the Service Order Types (FS202300) form.
Create Appointment Opens the Appointments (FS300200) form, where you can add a new appointment to the service order.
Create Purchase Order Opens the Create Purchase Orders (PO505000) form on which you can create purchase order for the items. This command is available only when the Mark for PO check box is selected for items listed on the Details tab of the form.
This command is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Hold Changes the status of the service order to On Hold. You click this button or command when you want to make changes to the document.
This command is available if the appointment has the Open status.
Print Service Order Navigates to the Service Order (FS641000) report which displays the service order as a ready-to-print document.
Print Service Time Activity Navigates to the Service Time Activity Summary (FS654500) report which displays summary information about all time activities of the staff members.
Print Appointments Navigates to the Appointments in Service Order (FS642500) report which displays summary information about completed appointments of a service order.
Quick Process Opens the Service Order dialog box, in which you can configure and run quick processing of the service order that is currently open on this form.
This button or command is available if all of the following conditions are met:
  • The service order type selected in the Service Order Type box allows quick processing—that is, if for the service order type, the Allow Quick Process check box is selected on the General tab of the Service Order Types (FS202300) form.
  • The billing cycle associated with the customer is defined to generate billing documents from service orders—that is, the Service Order option button is selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle.
  • The service order has a status other than On Hold.
Recalculate External Tax Updates the taxes that have been calculated for the service order through integration with an external tax provider, such as AvaTax.This command is available only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Remove Hold Changes the status of the document from On Hold to Open. This command is available if the document has the On Hold status.
Reopen Changes the status of the service order to Open, the initial status when a service order is first created. The service order can now be canceled or completed.
This command is available if the service order has the Completed or Canceled status.
Reverse Bill Initiates the process of creating and releasing the reversed project transaction and reversed issue of the credit memo type (if any). You can see released documents on the Billing Documents tab of the current form.
This command is available only if the following conditions are met:
  • For the service order type, Project Transactions is selected in the Generated Billing Documents box on the General tab on the Service Order Types (FS202300) form.
  • For the billing cycle specified for a customer, the Service Orders option button is selected under Run Billing For on the Billing Cycles (FS206000) form.
Run Billing Generates the document to bill the customer according to the settings of the service order type in the Billing Settings section of the Service Order Types (FS202300) form, and opens the appropriate form with the document (the specific form depends on the billing document generation settings). The system also shows a record about the created document on the Billing Documents tab of the current form. After you have generated the billing document, you cannot add services, non-stock or stock items on the Details tab.This command is available if the billing cycle assigned to the customer is set to generate billing documents from service orders on the Billing Cycles (FS206000) form, and if generation of billing documents is allowed for the service order (that is, if the Allow Billing check box is selected on the Billing Documents tab). If the Bill Only Completed or Closed Service Orders check box is selected on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer, this command is available only if the service order has the Completed or Closed status.
Schedule on Calendar Opens the Calendar Board (FS300300) form, with the Service Order tab displaying the current service order.
Schedule on Staff Calendar Opens the Staff Calendar Board (FS300400) form, with the Service Order tab displaying the current service order.
Unclose Changes the status of the service order to Completed after the service order has already been closed.
This command is available only if the current service order has the Closed status.

Select the New Service Order Type

You can use this dialog box to specify the type of the service order to which the quote will be copied.

Column Description
Service Order Type The identifier of the type of the service order to which the quote will be copied. Service order types can be created and modified on the Service Order Types (FS202300) form.
This dialog box has the following buttons.
Proceed Copies the quote to a service order of the selected type, and closes the dialog box.
Close Closes the dialog box without copying the quote to a service order.

Process Service Order Dialog Box

By default, the settings in this dialog box are copied from the Quick Process Settings tab of the Service Order Types (FS202300) form for the service order type selected for this service order, but you can change any of these settings for the service order.

Element Description
The Service Order Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the service order.
Allow Billing A check box that indicates (if selected) that when quick processing is run for the service order, the system allows the generation of a billing document for this service order.
This check box is displayed in the dialog box if the Allow Billing check box is cleared on the Billing Documents tab. The check box is selected by the system and read-only.
Complete A check box that indicates (if selected) that when quick processing is run for the service order, the system completes this service order.
This check box is displayed in the dialog box if the service order has the Open status. If this check box is selected, it remains selected and becomes unavailable if you select the Close Order check box.
Close A check box that indicates (if selected) that when quick processing is run for the service order, the system closes this service order.
This check box is displayed in the dialog box if the service order has the Open or Completed status. Also, this check box is available only if the Complete Order check box is selected.
Run Billing A check box that indicates (if selected) that when quick processing is run for the service order, the system generates a billing document for this service order.
If this check box is selected, it remains selected and becomes unavailable if you select any of the check boxes in the Sales Order Actions section.
The Sales Order Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the sales order generated for the service order.
The section appears on the form only if the Sales Orders option is selected in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form. The check boxes in this section are available only if the Run Service Order Billing check box is selected.
Prepare Invoice A check box that indicates (if selected) that when quick processing is run for the service order, the system creates an SO invoice for the generated sales order. For details, see Sales Order Types: Quick Processing of Sales Orders.
This check box appears on the form only if the Use Sales Order Quick Processing check box is cleared. The Prepare Invoice check box is not available if any of the check boxes is selected in the Invoice Actions section.
Use Sales Order Quick Processing A check box that indicates (if selected) that when quick processing is run for a service order, the system processes the generated sales order by using the quick processing settings specified for the order type on the Order Types (SO201000) form. For details, see Sales Order Types: Quick Processing of Sales Orders.
This check box appears on the form only if the Allow Quick Process check box is selected on the Order Types (SO201000) form for the order type selected in the Order Type for Billing box on the General tab of the Service Order Types (FS202300) form.
The Use Sales Order Quick Processing check box is available if the Prepare Invoice check box in the Sales Order Actions section of this dialog box is cleared.
Email Sales Order/Quote A check box that indicates (if selected) that when quick processing is run for the service order, the system sends an email to the customer with the generated sales order.
The Invoice Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the generated SO invoice.
This section appears in the dialog box only if one of the following conditions is met:
  • On the General tab of the Service Order Types (FS202300) form, the SO Invoices is selected in the Generated Billing Documents box.
  • All of the following conditions are met:
    • On the General tab of the Service Order Types (FS202300) form, the Sales Orders option is selected in the Generated Billing Documents box, and an order type based on the IN order template is selected in the Order Type for Billing box.
    • In the Sales Order Actions section of this dialog box, the Use Sales Order Quick Processing check box is cleared.
    • In the Sales Order Actions section of this dialog box, the Prepare Invoice check box is selected.
Release Invoice A check box that indicates (if selected) that when quick processing is run for the service order, the system releases the generated invoice.
Email Invoice A check box that indicates (if selected) that when quick processing is run for the service order, the system sends the customer an email with the generated invoice.
The dialog box has the following button.
OK Closes the dialog box, runs the quick processing, and opens the Processing Results window, which shows the progress of performed operations and links to the generated documents.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

The Summary area includes general information about the service order, such as the type of service order, the reference number, the customer, and the branch information.

Element Description
Order Type The service order type associated with the service order. Service order types can be defined and edited on the Service Order Types (FS202300) form.
If a service order type is selected in the Default Service Order Type box on the User Profile (SM203010) or Service Management Preferences (FS100100) form, the default service order type is initially selected in this box. (You can override the default setting.)
Order Nbr. The reference number of the service order, which the system automatically generates for the new service order based on the Numbering Sequence specified on the Service Order Types (FS202300) form for the service order type.
Status The status of the service order assigned by the system based on the actions you invoke, which is one of the following options:
  • On Hold: The service order is on hold, so it will not be performed yet.
  • Awaiting: The service order is waiting for the applicable billing period of the related service contract to become active. This status is available only if the Service Contract box of the Summary area is filled in and if for the service contract, on the Summary tab (Billing Settings section) of the Service Contracts (FS305700) form, End-Period Plus is selected in the Billing Type box.
  • Open (default): The service order has been created but has not yet occurred.
  • Completed: All the activities related to the service order have been completed.
  • Canceled: The service order has been canceled.
  • Closed: All the administrative activities related to the service order have been completed.
  • Copied: The service order of a service order type with the Quote behavior that has been copied to a new service order of a service order type with the Regular behavior.
  • Quote: The service order is a quote; therefore, it cannot yet be performed and cannot have an assigned appointment.
Workflow Stage The workflow stage, which provides summary-level information about the workflow progress of the service order. You select the workflow stage manually based on the current progress. The stages are defined on the Workflow Stages (FS202100) form.
This box is available only if the Enable Workflow Stages check box is selected on the Service Management Preferences (FS100100) form.
Date The date when the customer ordered the services. By default, the current business date is selected. You can overwrite the date if necessary.
Customer Order The customer’s order number that is associated with the service order.
If the service order has been created from the sales order, the system fills in this box with the customer order number of the sales order specified in the Customer Order Nbr. box on the Sales Orders (SO301000) form.
External Reference The external reference number of the document that is associated with the service order.
If the service order has been created from a sales order, the system fills in this box with the external reference number of the sales order specified in the External Reference box on the Sales Orders form.
Description A description of the service order.
Customer The customer associated with the service order.
This box is not available if a service order type with the Internal Appointment behavior (specified on the Service Order Types (FS202300) form) is selected in the Service Order Type box.
Location The customer location associated with the service order.
This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
This box is not available if a service order type with the Internal Appointment behavior (specified on the Service Order Types (FS202300) form) is selected in the Service Order Type box.
Currency The currency of the document.
By default, it is the customer’s default currency. To change the currency rate, click the arrow by the rate to invoke the Rate Selection dialog box.
This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form.
Branch Location The branch location that handles the service order. Branch locations are defined on the Branch Locations (FS202500) form.
Service Contract The service contract associated with the service order.
This box appears on the form if the billing cycle assigned to the customer is defined (on the Billing Cycles (FS206000) form) to generate billing documents from service orders, and the End-Period Plus type is selected for this contract on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
Service Contract Period The billing period of the service contract associated with the service order. The system fills in this box with the active period of the service contract specified in the Service Contract box.
This box appears on the form if the service contract is specified in the Service Contract ID box.
Project The project associated with the service order.
If a service contract is associated with this service order, the system fills in this box with the project associated with the service contract—that is, the project specified in the Project box on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form. If the Service Contract box is empty, by default, the non-project code is selected in this box.
This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Default Project Task The project task that is assigned by default to each new service, non-stock item, stock item associated with the service order.
If for the project selected in the Project box, a default project task is specified on the Tasks tab of the Projects (PM301000) form, the system fills in this value in this box. If a service contract is associated with this service order (that is, if one is selected in the Service Contract box), the system fills in this box with the default project task associated with the service contract, which is the task selected in the Default Project Task box on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
This box appears on the form only if the identifier of a project is selected in the Project box and the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Estimated Duration The total estimated time that staff members will take to perform the services in the service order. This total is defined as the sum of the estimated times of the services associated with the service order (that is, the sum of the Estimated Duration values of the services listed on the Details tab).
Estimated Billable Total The billable total amount of the service order, which is the sum of the Amount column values of all lines of the Details tab of the current form.
Estimated Tax Total The total amount of tax paid for the service order, which is the sum of the tax amounts of all lines on the Tax Details tab.
Estimated Total The total amount of the service order, which is calculated as the sum of the Estimated Billable Total and the Estimated Tax Total amounts.
Invoice Total The billable total amount, which is based on the billing cycle of the customer as follows:
  • If the billing cycle of the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, this is the sum of the Invoice Total amounts of all appointments related to a particular service order. For each appointment, the Invoice Total box is shown in the Summary area of the Appointments (FS300200) form.
  • If the billing cycle of the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, this is the amount shown in the Estimated Total box in the Summary area of the current form.
Waiting for Purchased Items A check box that indicates (if selected) that at least one item needs to be received. The system selects this check box when you select the Mark for PO check box for at least one item on the Details tab.
The system clears this check box when all purchase orders related to the items of the appointment are completed.
This check box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.
Appointments Needed A check box that indicates (if selected) that a new or follow-up appointment needs to be created for the service order.
The system selects the Appointments Needed for a service order under the following conditions:
  • At least one line item on the Details tab is not associated with an appointment.
  • At least one associated appointment is not finished and has the Completed status—that is, the Finished check box is cleared on the Appointments (FS300200) form—and no appointment has been scheduled after.

Back to TopSettings Tab

On this tab, you can specify, view, and edit the contact and address information, as well as general service order settings, such as the promised and SLA date.

Element Description
Override A check box that indicates (if selected) that you can override the default settings in the Contact or Address section, or that the settings have already been overridden.

Contact Section

By default, the system fills in the contact information based on the setting selected in the Take Address and Contact Information From box of the Service Order Types (FS202300) form for the service order type.

If you want to override the information in this section, you select the Override check box.

Element Description
Contact The identifier of the contact person or department.
Account Name The business name of the contact’s company.
Attention The department or person to be noted on the attention line.
Type and Phone Number The type and phone number of the customer. The phone number type can be one of the following: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, Home Fax, or Cell. By default, the Business 1 type is selected.
Email The email address of the customer as a business entity.

Address Section

By default, the system fills in the address based on the setting selected in the Take Address and Contact Information From box of the Service Order Types (FS202300) form for the service order type.

If you want to override the information in this section, you select the Override check box.

Element Description
Room The identifier of the room in your company where the service is performed (if it takes place at your branch location). The rooms of a branch location are defined on the Branch Locations (FS202500) form.
This box is available only if the Enable Rooms check box is selected on the Service Management Preferences (FS100100) form.
Address Line 1 The first line of the customer’s address.
Address Line 2 The second line of the address.
City The customer’s city.
Country The customer’s country.
State The customer’s state or province.
Postal Code The customer’s postal code. You can set up an input validation mask for the country’s postal codes on the Countries/States (CS204000) form.
View on Map A button you click to view this address on the map that is specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service. The map is opened in a new tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup A button you click to open the Address Lookup dialog box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services.
Latitude The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Tax Provider and Integrating Acumatica ERP with Vertex Tax Provider.
Longitude The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Tax Provider and Integrating Acumatica ERP with Vertex Tax Provider.

Service Order Details Section

Element Description
SLA The latest date and time when the service order can be completed.
Severity The grade of severity of the service. By default, Medium is set.
Priority The grade of priority of the service. By default, Medium is set.
Supervisor The staff member who is the supervisor of the service order.
Problem The identifier of the problem reported by the customer.
You can select only problems that have been associated with the selected service order type of the service order on the Problems tab of the Service Order Types (FS202300) form.

Back to TopDetails Tab

On this tab, you can enter any services, non-stock items, and stock items associated with the service order. When you add a row and select the line type and inventory ID, the system fills in many of the columns with the default settings of the item.

For it to be possible for you to specify the stock items involved in the service order, the appropriate posting settings must be specified for the service order type associated with the service order. That is, on the General tab (Billing Settings section) of the Service Order Types (FS202300) form, in the Generated Billing Documents box, the Sales Orders, SO Invoices, or None option should be selected.

On this tab, you can move an item by dragging its line to the required place.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add Items Opens the Inventory Lookup dialog box, which you can use to select the inventory items to be assigned to the service order.
Add Staff Opens the Add Staff dialog box, which you can use to select the staff members to be assigned to perform services associated with the service order.
This button appears on the table toolbar only if the Enable Default Staff in Service Orders check box is selected on the Service Management Preferences (FS100100) form.
Line Details For the stock item you have selected (by clicking it), opens the Line Details dialog box, where you can allocate the stock items for the service order and specify warehouse locations and lot or serial numbers of the items, if required for the service order based on the settings of the service order type.
Create Expense Receipt Opens the Expense Receipt (EP301020) form with the appropriate settings of the service order (such as date and customer) inserted into the new expense receipt. The system fills in the Field Service Details section on the Details tab as follows:
  • Related Svc. Doc. Type: The type of the document for which this expense receipt has been created (the system inserts service order).
  • Related Svc. Doc. Nbr.: The applicable service order type and the reference number of the service order for which this expense receipt has been created.
You specify the details of the expense receipt, such as the expense item (that is, the non-stock item of the particular expense, such as transportation) and description, and save the expense receipt. You can select the Billable in Svc. Doc. check box to specify that the expense item should be billed along with the service order. If the expense receipt should be billed separately, leave this check box cleared. If an expense receipt is associated with a project, the Billable in Svc. Doc. check box will be read-only. The system adds a line with the expense item (from the expense receipt) on the Details tab of the Service Orders (FS300100) form.
Create AP Bill Initiates the creation of an AP bill related to the service order. Opens the Bills and Adjustments (AP301000) form, on which you specify the details of the bill and save it. In the Related Svc. Doc. Type and Related Svc. Doc. Nbr. columns of the Document Details tab of the Bills and Adjustments (AP301000) from, you can see the document type and reference number of related service order.

Add Staff Dialog Box

By using this dialog box, you can select the staff members that meet the service area, skills, and license requirements to perform the included services.

Element Description
In the Selection area of the dialog box, you can select the service to which you want to assign a staff member and the service area where the service will be provided. The Selection area includes the following elements.
Service Ref. Nbr. The number of the line on the Details tab for which you are selecting a staff member.
If you have opened the dialog box from the Details tab, the system fills in this box with the line reference number of the service that you have selected on the tab.
Postal Code The postal code associated with the customer location.
Service Area The service area where the service will be provided. You can leave this box blank to view staff members of all service areas, or you can select a service area in this box, which will cause the system to filter the staff members in the Staff Members table.
In the Skills table, you can select and view the skills that are necessary for performing the services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the skills that are necessary for the service.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the service requires this skill and that the staff members should be filtered by the presence of the skill.
Skill ID The identifier of the skill.
Description A description of the skill.
Service List The services that require the skill.
In the License Types table, you can select and view the license types that are necessary for performing services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the license types that are necessary for the service.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the service requires this license type and that the staff members should be filtered by the presence of a license of this type.
License Type ID The identifier of the license type.
Description A description of the license type.
In the Staff Members table, you can select the staff members to perform services and view the staff members that have been assigned to perform services. You assign a staff member by selecting the Included box for the staff member. The system adds this staff member to the Staff tab of the form.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the staff member is assigned to perform the service.
Type The type of the staff member, which is one of the following:
  • Employee
  • Vendor
Staff Member ID The identifier of the staff member.
If Vendor is selected in the Type column, the list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Staff Member Name The name of the staff member.
The dialog box contains the following button.
OK Closes the dialog box.

Line Details Dialog Box

You use this dialog box to allocate the item specified on the selected service order line and to view the history of allocations related to the selected item. The process in this case alludes to splitting the item quantity into smaller quantities with different subitems or lot numbers, splitting the quantity into separate units with serial numbers, or specifying the quantities that should be reserved for the order in different warehouses.

The dialog box includes the following elements.

Element Description
The dialog box includes a table with the following columns.
Subitem The subitem for the stock item. To specify a multi-segment subitem, click F3 to open the list of subitem segment values.
This column appears in the dialog box only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Ship On The date of shipping for the item’s quantity specified for this allocation line.
Allocated A check box that indicates (if selected) that the specified quantity of the item (with the specified subitem) has been hard-allocated or reserved. You select this check box to make the Allocation Warehouse column available for selection, and then you select the warehouse where you want to reserve the specified quantity; you should also select this check box to make it possible to split the item quantity by lot or serial numbers.
Alloc. Warehouse By default, the warehouse from which the item is sold. If the Allocated check box is selected, you can select the warehouse where the specified quantity of the item is hard-allocated or reserved.
This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Completed A check box that (if selected) indicates that this allocation for the service order line has been completed.
Lot/Serial Nbr. The serial number of the unit of the stock item, or the lot number of the specified quantity of the stock item to be allocated. Click the cell to select the lot or serial number. Once you specify the number, the line quantity is updated and a new line with the remaining quantity is added automatically.
This column is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Quantity The quantity of the stock item on allocation (shipping schedule)—that is,in the specified warehouse with the specified subitem code or lot or serial number, or with the specified shipping date. The quantity is 1 for items with a serial number.
Quantity on Shipments The quantity of the stock item that has been shipped.
Quantity Received The quantity of the stock item that has been received from other warehouses if a transfer has occurred or from a vendor if the requested quantity was back-ordered.
UOM The unit of measure for the requested quantity of the stock item.
Mark for PO A check box that is automatically selected for the lines with non-allocated items if the Mark for PO check box is selected for the corresponding service order line.
Related Documents The reference number of the related document—for example, a shipment that fulfills or partially fulfills the service order line, a transfer for allocation from other warehouses, or a purchase order if the order line was marked as a back order.
By default, the following columns are hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Allocation ID The identifier of the allocation for the service order.
Inventory ID The inventory ID of the stock item specified on the document line. You can split the item quantity between different subitems or specify lot or serial numbers, if relevant for the item.
Parent Allocation ID The identifier of the allocation for which the system has created this allocation if the item was allocated from a purchase order.
The dialog box has the following button.
OK Saves the processed records.

Table Columns

Column Description
Branch The branch that provides the item.
This column appears only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
Ref. Nbr. The four-digit identifier of the line, which is assigned automatically by the system. You select the line reference number when you select an item for which you want to assign a staff member in the Add Staff dialog box.
Line Status The status of the line item, which is one of the following:
  • Requiring Scheduling (default): The item has not yet been added to any appointment of the service order, or the entire quantity of the item specified in the service order has not yet been added to the related appointments.
  • Scheduled: The line item is scheduled, meaning that either of the following conditions is met:
    • If Time is selected in the Billing Rule column for the line item: The Estimated Duration specified in the related detail line on the Details tab of the Appointments (FS300200) form is greater than or equal to the Estimated Duration specified in the detail line on the current tab.
      • If Flat Rate or None is selected in the Billing Rule column for the line item: The Estimated Quantity specified in the related line in the appointment on the Details tab of the Appointments (FS300200) form is greater than or equal to the Estimated Quantity value in the detail line on the current tab.
    The system also assigns the Scheduled status to a line item if the Estimated Quantity is set to 0.00 or Estimated Duration is set to 0 h 00 m (depending on the specified billing rule).
  • Canceled: The item has been canceled.
    • The system changes the status of the line to Canceled when the related appointment line is canceled or the Cancel command is performed for the entire service order.
  • Completed: The activities related to the item have been completed.
    • The system changes the status of the line to Completed when the related appointment line is completed or the Complete command is performed for the entire service order.
The system updates the status when certain actions are performed, but you can also change the status manually.
Line Type The type of the line involved in the service order. Depending on the type you select, other columns may or may not be available. The line type is one of the following options:
  • Service (default): The line is a service—that is, a non-stock item with the Service type defined on the Non-Stock Items (IN202000) form.
  • Non-Stock Item: The line is a non-stock item with a type of Non-Stock Item, Labor, Charge, or Expense defined on the Non-Stock Items form.
  • Inventory Item: The line is a stock item of any type defined on the Stock Items (IN202500) form.
    • This option is not available if the service order type of the appointment has the Route behavior on the Service Order Types form.
  • Comment: The line is a comment. You can use this type to indicate to the staff member a remark about the service. You type the comment in the Description column.
  • Instruction: The line is an instruction. You can use this type to indicate to the staff member an instruction about the service. You type the instruction in the Description column.
  • Pickup/Delivery Item: The line is a stock item defined on the Stock Items (IN202500) form of any type.
    • This option appears on the form only if the service order type of the appointment has the Route behavior on the Service Order Types form.
Inventory ID The identifier of the item if the line type is Service, Non-Stock Item, or Inventory Item.
Subitem The subitem code for the inventory item.
This column appears on the form only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the line has the Inventory Item type.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Billing Rule The billing rule applied to the line, which is filled in by the system when you select an item. The billing rule is one of the following:
  • Time: The item of the Service type is billed based on time, with the specific time used depending on the option button selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer:
    • Appointments (that is, the billing cycle is defined to generate billing documents from appointments): The time that was spent delivering the service.
    • Service Orders (that is, the billing cycle is defined to generate billing documents from service orders): The time that was estimated to be spent on delivering the service.
    In both of these cases, the price of the service is defined for each unit of time.
  • Flat Rate: The item is billed at a fixed price, regardless of the time that was spent delivering the item. For an item of the Non-Stock or Inventory Item type, this option is selected by default and cannot be changed.
  • None: The item of the Service type is free of charge. (That is, no price is specified for the service.)
This column is available for editing if Service is selected in the Line Type column.
Description A description of the line. If the line type is Service, Non-Stock Item, or Inventory Item, the system automatically fills in this column with the description of the selected service. If the line type is Comment or Instruction, you enter a comment or instruction in this column.
Equipment Action The equipment-related action that is performed by a staff member (or multiple staff members). The following options are available:
  • Selling Model Equipment: Registers a sale of the stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. When the related invoice is released, a target equipment entity corresponding to the stock item is created in the system.
  • Replacing Target Equipment: Registers the replacement of the target equipment entity specified in the next column with a new stock item of the Model Equipment type whose identifier is selected in the Inventory ID column.
  • Selling Optional Component: Registers a sale of the optional stock item of the Component type. When the related invoice is released, on the Components and Warranties tab of the Equipment (FS205000) form, the system adds a new component of the previously added target equipment entity (which you specify in the Target Equipment ID column) or of the model equipment entity (which you specify in the Model Equipment Ref. Nbr. column) that is being sold within the same order.
  • Upgrading Component: Registers the upgraded component (which replaces the default component) of a piece of model equipment (which you specify in the Model Equipment Ref. Nbr. column) during a sale of the model equipment.
  • Replacing Component: Registers the replacement of a component of the piece of target equipment specified in the Target Equipment ID column. You specify the applicable component in the Component Ref. Nbr. column.
  • N/A: Registers the sale of an inventory item in the system to the customer. If model equipment, target equipment, or a component is specified for the line, the record will not be created or modified on the Equipment form.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Target Equipment ID The identifier of the equipment for which the item is provided. This equipment may belong to the customer, or it may be your company’s property.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Model Equipment Ref. Nbr. The line reference number of the model equipment for which the item is provided. The line reference number of the model equipment is specified in the Ref. Nbr. column.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Component ID The component of the equipment whose line reference number is selected in the Model Equipment Ref. Nbr. or Target Equipment ID column for which the item is provided.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Component Ref. Nbr. The line reference number of the component of the target equipment selected in the Target Equipment ID column for which the item is provided. The line reference number is derived from the Ref. Nbr. column on the Components and Warranties tab of the Equipment (FS205000) form.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Staff Member ID The staff member that is assigned to perform the service. If no staff members are assigned or multiple staff members are assigned to perform the same service, this column is filled in with <SPLIT>.
This column appears on the tab only if the Enable Default Staff in Service Orders check box is selected on the Service Management Preferences (FS100100) form.
Warranty A read-only check box that indicates (if selected) that the related target equipment or component is under warranty.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Prepaid Item Read-only. A check box that indicates (if selected) that the line has been inherited from the sales order, and is to be billable in the original sales order.
Warehouse The warehouse where the item is stored.
Location The location in the warehouse where the stock item is stored.
This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
UOM The unit of measure of the item.
Estimated Duration The total estimated time that the item is expected to last.
This column is available only for the lines of the Service or Non-Stock Item type.
Estimated Quantity The estimated quantity of the item in this line.
This column is available for editing only if Flat Rate or None is selected in the Billing Rule column for the line.
Unit Price The unit price of the of line item.
The price is inserted by the system according to the rules of automatic price selection. For details, see Sales Prices: Rules of Price Selection.
If the service order is associated with a service contract (that is, a service contract is specified in the Service Contract box of the Summary area), the system inserts the price specified for the line item in the Unit Price column on the Prices tab of the Service Contracts (FS305700) form.
If an expense receipt is associated with the service order, the system inserts the value in this box depending on the state of the Billable in Svc. Doc. check box in the related expense receipt on the Expense Receipt (EP301020) form:
  • If the check box is selected, the price specified for the item in the Unit Cost box on the Details tab of the Expense Receipt form is inserted in this box. In that case, this column becomes available for editing.
  • If the check box is cleared, the system inserts 0.00 in this column for the line item. In that case, the column is not available for editing because it may be billed through the expense receipt.
Manual Price A check box that indicates (if selected) that the price for the item is defined manually.
The system selects this check box if you change the value in any of the following columns: Unit Price, Ext. Price, Discount Percent, or Discount Amount.
Unit Cost The cost of one unit of the line item.
If the line has the Service or Non-stock Item type, the system updates this column in the following order:
  • With the current cost specified in the Current Cost box on the Price/Cost tab of the Non-Stock Items (IN202000) form.
  • If applicable, with the unit cost specified in the purchase order with the Open status that has been created from the service order. The purchase order has been created if the Mark for PO check box is selected for the line item on the current form.
  • If applicable, with the unit cost specified in the AP bill with the Open status related to the purchase order that has been created from the service order.
If the line has the Inventory Item type, the system fills in this column with the value specified in the Estimated Unit Cost box on the Inventory Summary (IN401000) form based on the combination of the values specified in the Inventory ID and the Warehouse boxes.
If a warehouse is not specified for an inventory item on the Stock Items (IN202500) form, 0 will be inserted in this column. The system displays the unit cost only if a default warehouse is specified for the inventory item.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Estimated Amount The estimated amount of the transaction, which is the unit price multiplied by the estimated quantity.
Appointment Estimated Duration The estimated time of performing the appointments to which the item is related.
Contract Item A check box that indicates (if selected) that the line item is included in the service contract associated with the service order.
If multiple lines with the same inventory ID are added to the tab and this item is specified on the Services per Period tab for the related service contract, this check box is selected only for the first added line. The other lines are billed as additional items at the prices specified in the Unit Price column.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.
Covered Quantity The quantity of the line item that is covered by the service contract.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.
Overage Quantity The quantity of the line item that exceeds the quantity that is covered by the service contract.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this service order is part of the service contract.
Appointment Duration The actual time of performing the appointments to which the item is related.
Appointment Quantity The actual quantity of this line item in the appointments to which the item is related.
Appointment Amount The actual amount of the transaction defined during the appointments to which the item is related.
Appointment Count The number of appointments associated with the line item that have not been canceled.
Free Item A check box that indicates (if selected) that the item specified in the row is a free item. If you select this check box, the system updates the values in the Unit Price, Discount Percent, Discount Amount, and Ext. Price boxes to 0.
Billable A check box that indicates (if selected) that the item will be included in the billing document. If this check box is cleared, the system selects the Free Item check box (and makes it read-only), and the line will be excluded from the billing document.
Quantity The quantity of this line item to be billed.
Ext. Price The extended price of the item, which the system calculates by multiplying the estimated quantity of the item and its unit price. You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line).
Ext. Cost The extended cost of the item, which the system calculates by multiplying the quantity of the item and its unit cost.
Discount Percent The line-level discount percent to be applied to the extended price of the item. The value in this box can be specified as follows:
  • You can specify the discount percent manually.
  • If the service order was generated when an appointment was created, the system copies the discount percent of the line from the appointment.
  • If you have changed the value in the Discount Amount box, the system recalculates the discount percent.
You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line). If the service order was generated from an appointment, the changes are not applied to the appointment.
Discount Amount The line-level discount amount to be applied to the extended price of the item. The value in this box can be specified as follows:
  • You can specify the discount amount manually.
  • If the service order was generated when an appointment was created, the system copies the discount amount of the line from the appointment.
  • If you have changed the value in the Discount Percent box, the system recalculates the discount amount.
You can override this value unless the service order has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Contract Item check box is selected in the line). If the service order was generated from an appointment, the changes are not applied to the appointment.
Amount The amount to be billed for this line item. The system calculates this value as follows:
  • For the items that are not included in the related contract (that is, the items for which the Service Contract Item check box is cleared in the line) or if the Service Contract box (in the Summary area) is blank for the service order, the system calculates this value as the extended price of the item minus the discount amount (if applicable).
  • For the items that are included in the related contract (that is, the items for which the Service Contract Item check box is selected in the line), the system calculates this value as the overage unit price multiplied by the overage quantity.
Mark for PO A check box that indicates (if selected) that the service or non-stock item was marked for purchasing.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Source The value in this column is visible and read-only, if you select the Mark for PO check box in this row. The Purchase from Service Order value indicates that the creation of a purchase order has been initiated by the current service order, and the items to be purchased will be received at the warehouse.
Vendor ID The identifier of the vendor that provided the item.
For the items of the Inventory Item type, by default, the vendor specified as default for the stock item on the Vendors tab of the Stock Items (IN202500) form is selected if the Mark for PO check box is selected for this item. You can override it if necessary.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Vendor Location ID The location of the vendor that provided the item. By default, the location of the default vendor of the item is selected. You can override it if necessary.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Nbr. The number of the purchase order related to the ordered item.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Status The status of the purchase order related to the ordered item, which is one of the following:
  • Cleared: The purchase order has not yet been created in the system.
  • On Hold: The purchase order is a draft and can be edited manually.
  • Pending Approval: The purchase order has not been approved by all the assigned persons. The purchase order’s assignment for approval is performed according to the approval map selected for orders of this type on the Purchase Orders Preferences (PO101000) form.
    • This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
  • Open: The order was processed in accordance with the settings on the Purchase Orders Preferences form but has not been completed yet.
  • Pending Printing: Printing is required for the document but has not been performed yet. The purchase order should be printed if the Print Order check box is selected for the vendor on the Vendors (AP303000) form.
  • Pending Email: Emailing is required for this document, but it has not been performed yet. The purchase order should be printed if the Email Order check box on the Vendors (AP303000) form is selected for the vendor.
  • Closed: All the ordered goods were received.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Category The tax category (if applied) related to the line item. By default, it is tax category defined for the item specified in the line.
Project Task The project task with which this item is associated. If the Service Contract Item check box is not selected for this line item, the system fills in this column with the value specified for the service order in the Default Project Task box in the Summary area of this form. If the Service Contract Item check box is selected for this line item, the system fills in this column with the value specified for the item in the Project Task column on the Services per Period tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the identifier of a project is specified in the Project box in the Summary area of this form.
Cost Code The cost code with which this item is associated to track project costs and revenue. If the default cost code is specified in the Default Cost Code box on the Service Order Types (FS202300) form for the service order type of the service order, the system fills in this cost code in this column. If the Service Contract Item check box is selected for this line item, the system fills in this column with the values specified for the item in the Cost Code column on the Services per Period tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
By default, the following columns are hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Account The sales account used for the transaction.
This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.
If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form) is selected on the current form, the account cannot be specified and the account of the default account group will be used in the billing documents.
Last Reference The last appointment associated with the service order that includes this line.
Subaccount The corresponding subaccount used for the transaction.
This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.
If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form) is selected on the current form, the subaccount cannot be specified and the subaccount of the default account group will be used in the billing documents.
This column appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PO Completed A check box that indicates (if selected) that the purchase order that is related to the item has been completed.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopTaxes Tab

The table on this tab contains information related to the taxes to be paid on the service order. The table is filled out automatically for the service order when you click Save on the form toolbar.

  • If integration between Acumatica ERP and Avalara AvaTax has been configured in your system, when AvaTax calculates sales tax, it requires the applicable Address From and Address To. In this case, for each line on the Details tab, Acumatica ERP uses the warehouse (if applicable) specified for the line item or the branch location address of the service order (if no warehouse is applicable) as the Address From. For Address To, Acumatica ERP uses the address specified in the Address section on the Settings tab of this form. For details on the integration between Acumatica ERP and Avalara, see Setup of Online Integration with Avalara AvaTax.
  • If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the form, the taxes are not calculated.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Tax ID The identifier of a tax applied to the service order.
Tax Rate The tax rate of the tax.
Taxable Amount The taxable amount for the tax, which is calculated for the service order.
Tax Amount The tax amount for the specific tax, which is calculated for the service order.

Back to TopAppointments Tab

On this tab, you can view information about the appointments that are related to the service order.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Appointment Nbr. The reference number of the appointment.
Confirmed A check box that indicates (if selected) that the appointment has been confirmed.
Status The appointment’s status.
Scheduled Start Date The date when the appointment is expected to be started.
Scheduled Start Time The time when the staff member is expected to start attending the appointment.
Scheduled End Date The date when the appointment is expected to be finished.
Scheduled End Time The time when the staff member is expected to finish attending the appointment.
Actual Billable Total The total billable amount of the appointment, which is calculated as the sum of the amounts of the Billable Amount column of the Details tab of the Appointments (FS300200) form. The system displays this amount in the Actual Billable Total box in the Summary area of the Appointments (FS300200) form.
Actual Tax Total The total amount of tax paid for the appointment, which is the sum of the tax amounts of all lines on the Tax Details tab of the Appointments (FS300200) form. The system displays this amount in the Actual Tax Total box in the Summary area of the Appointments (FS300200) form.
Invoice Total The total amount paid for the appointment, which is calculated as the sum of the amounts of the Billable Amount column of the Details tab of the Appointments (FS300200) form plus the total amount of tax paid for the appointment, which is the sum of the tax amounts of all lines on the Tax Details tab of the Appointments (FS300200) form.
Cost Total The total of costs of all line items added on the Profitability tab.

Back to TopFinancial Tab

On this tab, you can view and edit the billing and commission information of the service order.

Financial Information Section

Element Description
Branch The branch that handles the service order.
For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form if the Multibranch Support feature is disabled on the Enable/Disable Features (CS100000) form. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.
Billing Customer The customer that will be billed for the service.
If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).
Billing Location The customer location related to the billing process.
Customer Tax Zone The tax zone to be used to calculate the taxes for the document.The system inserts the tax zone by using the applicable rule, which it determines as follows:
  1. If the service order is related to a particular project (that is, if a project is specified in the Summary area of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
  2. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones (TX206000) form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the postal code is not mapped to any tax zone, the customer tax zone is the tax zone assigned to the selling branch specified for the service order (on the Financial tab of the current form). The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.
Tax Exemption Number The exemption certificate number of the selected customer, which is used if your system is integrated with an external tax provider. By default, the value is pulled from the customer’s location, but you can override it on the document level, if needed. The box appears on the form if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.
Tax Exemption Type The entity usage type of the customer location, which is used for the service order. By default, the system copies the value of this box from the customer record.
This box appears on the form only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Calculation Mode The tax calculation mode that will be used for the service order.
This box contains one of the following options:
  • Tax Settings (default): The record uses the settings of the selected customer, or of the customer’s location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
  • Gross: The tax amount is included in the item price.
  • Net: The tax amount is not included in the item price.
This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
Billing By A read-only setting that indicates whether the billing documents generated for the customer considers the information on the service order or appointment. The system fills in this box with the setting specified on the Billing Cycles (FS206000) form for the associated billing cycle.
Salesperson ID The salesperson assigned to the customer.
If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form) is selected on the current form, the salesperson cannot be specified.
Commissionable A check box that indicates (if selected) that commission is paid to the salesperson.
If a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form) is selected on the current form, the check box cannot be selected.

Back to TopProfitability Tab

On this tab, you can view the profitability and cost of each service, non-stock item, stock item, and staff member (which is represented by a Labor line) included in the service order. All the columns on this tab are read-only.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Ref. Nbr. The reference number assigned to this service, non-stock item, or stock item on the Details tab. For a line of the Labor type, this is the reference number of the log line for the staff member on the Log tab of the Appointments (FS300200) form.
Line Type The type of the line included in the service order. The line type can be one of the following:
  • Service: The line is a service.
  • Non-Stock Item: The line is a non-stock item.
  • Inventory Item: The line is a stock item.
  • Labor: The line is associated with a staff member.
Inventory ID The identifier of the item in the line.
Description The description of the item in the line.
Unit Price The price of a unit of this line item.
The system fills in this column if the line has the Service, Non-Stock Item, or Inventory Item type.
Unit Cost The cost of one unit of the item.For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Unit Cost column of the Details tab.
For a line of the Labor type, the system inserts the cost specified in the Rate column on the Labor Rates (PM209900) form for the employee (that is, the staff member).
Estimated Quantity The estimated quantity of the item. For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Estimated Quantity column of the Details tab.
For a line of the Labor type, this column is empty.
Estimated Amount The estimated amount of the transaction, which the system calculates as the unit price multiplied by the estimated quantity.For a line of the Service, Non-Stock Item, or Inventory Item type, the system inserts the value from the Estimated Amount column of the Details tab.
For a line of the Labor type, this column is empty.
Estimated Cost For a line of the Service, Non-Stock Item, or Inventory Item type, the estimated cost of the transaction, which the system calculates as the unit cost multiplied by the estimated quantity.For a line of the Labor type, this column is empty.
Actual Duration For a line of the Service, Non-Stock Item, or Labor type, the duration specified on the Log tab of the Appointments (FS300200) form in the appointment associated with the service order.
For a line of the Inventory Item type, the system inserts 0.
Actual Quantity The actual quantity of the line item. The system fills in this column with one of the following values, based on the line type:
  • For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Appointments is selected, the value specified for this item in the Actual Quantity column on the Details tab of the Appointments (FS300200) form in the appointment associated with this item.
    • If Service Orders is selected, the value specified for this item in the Estimated Quantity column of the Details tab of the current form.
  • For a line of the Non-Stock Item or Service type: The value specified for this item in the Actual Quantity column of the Details tab of the Appointments (FS300200) form in the appointment associated with this item.
  • For a line of the Labor type: The value specified in the Actual Duration column of this row (of the current tab).
Actual Amount The actual amount of the transaction. The system fills in this column with one of the following values, based on the line type:
  • For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Appointment is selected, the value specified for this item in the Actual Amount column on the Details tab of the Appointments (FS300200) form in the appointment associated with this item.
    • If Service Orders is selected, the value specified for this item in the Estimated Amount column of this row (of the current tab).
  • For a line of the Labor type: The unit cost multiplied by the actual quantity.
  • For a line of the Service or Non-Stock Item type: The value specified in the Actual Amount column of the Details tab of the current form.
Ext. Cost The extended cost of the item or service, which the system calculates as the unit cost multiplied by the actual quantity of the item.
Billable Quantity The quantity to be billed for this line item. The system fills in this column with one of the following values, based on the line type:
  • For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Service Orders is selected, the value specified for the item in the Quantity column of the Details tab of this form.
    • If Appointments is selected, the value specified for the item in the Appointment Quantity column of the Details tab of this form.
  • For a line of the Labor type: One of the following values, based on whether for the service order type of the selected service order, on the Service Order Types (FS202300) form, Project Transactions is selected in the Generated Billing Documents box and Cost as Cost is selected in the Billing Type box:
    • If these settings are specified, the value of the Actual Quantity column of the Details tab on the Appointments (FS300200) form in the associated appointment.
  • For a line of the Service or Non-Stock Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Service Orders is selected, the value of the Estimated Quantity column of this row (of the current tab).
    • If Appointments is selected, the value of the Billable Quantity column of the Details tab of the Appointments (FS300200) form for the appointment associated with this item.
Billable Amount The amount of this line item to be billed. The system fills in this column with one of the following values, based on the line type:
  • For a line of the Inventory Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Service Orders is selected, the value specified in the Amount column of the Details tab.
    • If Appointments is selected, the value specified in the Appointment Amount column of the Details tab.
  • For a line of the Labor type: One of the following values, based on whether for the service order type of this service order, on the Service Order Types (FS202300) form, Project Transactions is selected in the Generated Billing Documents box and Cost as Cost is selected in the Billing Type box:
    • If these settings are specified, the value of the Actual Amount column of the Details tab of the Appointments (FS300200) form for the line representing this labor item.
  • For a line of the Service or Non-Stock Item type: One of the following values, based on the option selected in the Billing By box on the Financial tab of the current form:
    • If Service Orders is selected, the value of the Estimated Amount column of this row (of the current tab).
    • If Appointments is selected, the value of the Billable Amount column on the Details tab of the Appointments (FS300200) form for the appointment associated with this item.
Profit The profit of the line item. The system calculates this value as follows.
'''Billable Amount '''–''' Ext.Cost'''
Profit Markup (%) The profit of the line item, expressed as a percent. The system calculates this value as follows:
'''Profit '''/''' Ext.Cost''' * 100
Profit Margin (%) The profit margin of the line item, expressed as a percent. The system calculates this value as follows:
'''Profit''' /''' Billable Amount''' * 100
Staff Member The staff member assigned to perform a service. The system fills in this column if the line has the Labor type.

Back to TopDefault Staff Tab

On this tab, you can specify and view information related to the staff members who have already been assigned to attend the service order.

This tab appears on the form only if the Enable Default Staff in Service Orders check box is selected on the Service Management Preferences (FS100100) form.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add Staff Opens the Add Staff dialog box, which you can use to select the staff members to be assigned to perform services associated with the service order.

Table Columns

Column Description
Staff Member ID The identifier of the assigned staff member.
If the type of the staff member is Vendor, the list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Type The type of the staff member, which is one of the following options:
  • Employee
  • Vendor
Detail Ref. Nbr. The reference number of the service line assigned by the system to the lines entered on the Details tab of the current form to which the staff member is assigned.
Inventory ID The identifier of the service that the staff member will perform.
Description A description of the service.
Comment A brief comment related to the staff member.

Back to TopDefault Resource Equipment Tab

On this tab, you can specify and view information related to the equipment that can be used by the staff member as resource equipment during the service.

This tab appears on the form only if the Enable Default Resource Equipment on Service Orders check box is selected on the Service Management Preferences (FS100100) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Equipment ID The identifier of the resource equipment.
Description Read-only. A description of the equipment.
Comment A brief comment related to the equipment.

Back to TopAttributes Tab

On this tab, you can view the list of attributes for the service order, specify the values of the attributes, and change these values, if necessary. The system fills in this tab as follows:

  • If the service order is created before any of its appointments are created, this tab is populated when you select the service order type with the list of attributes defined for the selected service order type on the Attributes tab of the Service Order Types (FS202300) form. The system inserts a value for a listed attribute only if it has been specified as the default value of the attribute for the service order type.
  • If the system has created this service order from an appointment, the tab is populated upon creation with the attributes (and their values) defined for the appointment on the Attributes tab of the Appointments (FS300200) form. If you change the values of any attribute on this tab for the service order, these changes will not affect the values of the attributes of the associated appointment.
  • If the service order has been generated from a service contract schedule or a route service contract schedule, the tab is populated upon creation with the attributes (and their values) defined for the contract schedule on the Attributes tab of the Service Contract Schedules (FS305100) or Route Service Contract Schedules (FS305600) form, respectively.

For appointments created for this service order, the listed attributes and their values on this tab will be copied to the Attributes tab of the Appointments (FS300200) form when the appointment is created.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Attribute The description of the attribute.
Required A read-only check box that indicates (if selected) that a value must be specified for the attribute. This setting is copied from the Attributes tab of the Service Order Types form for the selected service order type.
Value The value of the attribute. If the system has inserted a default value for the attribute, you can overwrite it, if necessary. The default value is defined on the Attributes tab of the Service Order Types form for the selected service order type.

Back to TopRelated Documents Tab

This read-only tab is enabled when the service order type of the service order has the Quote behavior specified on the Service Order Types (FS202300) form. The tab displays the related service orders generated through the Copy to Service Order action on the current form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Element Description
Service Order Type The service order type of the related service order.
Service Order Nbr. The number of the related service order.
Description A description of the related service order.
Status The status of the related service order.
Date Reported The day when the related service order document was created.

Back to TopPrepayments Tab

On this tab, you can view the summary settings of all prepayments associated with the service order and the list of these prepayments. You can also initiate the creation of a prepayment.

This tab appears on the form only if a service order type that generates SO documents—that is, a service order type for which the Sales Orders or SO Invoices option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the current form, and the service order is not associated with a standardized billing service contract in the Service Contract box in the Summary area of this form.

This tab also appears if a service order type that generates project documents (that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form) is selected on the current form, but in this case, prepayments cannot be applied to the service order.

Tab Summary Area

Element Description
Prepayment Received The sum of the amounts of the prepayments associated with the service order.
Prepayment Remaining The sum of the available balances of the prepayments associated with the service order.
Service Order Unpaid Balance The unpaid balance of the total amount estimated on the service order. This amount is the value in the Service Order Total box of the Summary area minus the value in the Payment Received box of the Prepayments tab.
Service Order Billable Unpaid Balance The unpaid balance of the total amount that has been completed so far (and is thus billable); this amount is the value in the Billable Total box minus the value in the Payment Received box of the Prepayments tab.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Prepayment Opens the Payments and Applications (AR302000) form, where you can enter the prepayment for the service order.
View Payment Opens the Payments and Applications (AR302000) form with the details of the prepayment that you have selected (by clicking it) in the table of the tab.

Table Columns

Column Description
Type The type of the document, which is Prepayment.
Reference Nbr. The reference number of the prepayment associated with the service order. You can click the link in this column to open the Payments and Applications (AR302000) form, on which you can view the full details of the prepayment.
Status The status of the prepayment, which is assigned automatically and can be one of the following options: On Hold, Balanced, Open, Reserved, Closed, or Voided.
Application Date The date when the prepayment was applied to the service order.
Payment Ref. A secondary prepayment reference identifier, which can be a system-generated number or an external reference number entered manually (such as a bank check number).
Payment Method The customer’s default payment method.
Cash Account The cash account associated with the prepayment.
Payment Amount The total amount of the prepayment.
Applied to Orders The amount of the prepayment applied to the service order.
Available Balance The amount of the prepayment that is available to be applied.
Currency The currency of the prepayment.
Source Appointment Nbr. The reference number of the appointment for which the prepayment has been received.
The system fills in this box if the prepayment has been created from the appointment—that is, if the user has created it by clicking Create Prepayment on the Prepayments tab of the Appointments (FS300200) form.

Back to TopTotals Tab

On this tab, you can view the total amounts related to the service order.

Service Order Totals Section

In this section, you can view totals related to the service order.

Element Description
Estimated Duration The estimated duration of the services included in the service order. This is the sum of the values of the Estimated Duration column of the Details tab of the current form.
Ext. Price Total The total price of the service order, which is the sum of the values of the Amount column of all line items of the Details tab.
Estimated Billable Total The total price of the service order without tax calculations, which is the sum of the values in the Billable Amount column of the Details tab.
Estimated Tax Total The total amount of tax paid for the service order, which is the sum of the tax amounts of all lines on the Tax Details tab.
Estimated Total The estimated total amount of the service order, which is calculated as the sum of the Estimated Billable Total and the Estimated Tax Total amounts.
VAT Exempt Total The total amount that is exempt from VAT.
VAT Taxable Total The total amount of VAT paid for the service order.
Cost Total The total of costs of all line items added on the Profitability tab.

Appointment Totals Section

In this section, you can view totals related to the service order.

Element Description
Appointment Duration The total actual time staff members spent performing the services of the service order. This total is defined as the sum of the actual times staff members spent performing the services associated with the service order (that is, the sum of the Appointment Duration values of the services listed on the Details tab).
Actual Billable Total The total price of the appointment without tax calculations, which is the sum of the values of the Billable Amount column on the Details tab on the Appointments (FS300200) form.
Actual Tax Total The total amount of tax paid for the appointment, which is the sum of the tax amounts of all lines on the Tax Details tab on the Appointments (FS300200) form.
Invoice Total The total amount paid for the appointment, which is the sum of the Actual Billable Total amount and the Actual Tax Total amount.

Profit Ratios Section

In this section, you can view totals related to the service order.

Element Description
Profit Markup (%) The percent of profit received from providing all items specified in the appointment.
  • If the billing cycle assigned to the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, the system calculates this value as follows: 
    (Estimated Billable Total - Cost Total)/Cost Total*100
    , where the Estimated Billable Total and Cost Total values are shown on the current tab.
  • If the billing cycle assigned to the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, the system calculates this value as follows: 
    (Actual Billable Total - Cost Total)/Cost Total * 100
    , where the Actual Billable Total and Cost Total values are shown on the current tab.
Profit Margin (%) The total profit margin.
  • If the billing cycle assigned to the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, the system calculates this value as follows: 
    (Estimated Billable Total - Cost Total)/Estimated Billable Total*100
    , where the Estimated Billable Total and Cost Total values are shown on the current tab.
  • If the billing cycle assigned to the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, the system calculates this value as follows: 
    (Actual Billable Total - Cost Total)/Actual Billable Total*100
    , where the Actual Billable Total and Cost Total values are shown on the current tab.

Prepayment Totals Section

In this section, you can view the totals related to the prepayments associated with the service order.

This section appears on the form only if the service order type that generates SO documents—that is, if the Sales Orders or SO Invoices option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form for the type of the service order—is selected on the form.

Element Description
Prepayment Received The sum of the amounts of the prepayments associated with the service order.
Prepayment Applied The sum of the values in the Applied to Orders column on the Prepayments tab of the associated prepayments.
Prepayment Remaining The sum of the available balances of the prepayments associated with the service order.
Service Order Unpaid Balance The unpaid balance of the total amount estimated on the service order. This amount is the value in the Service Order Total box of the Summary area minus the value in the Payment Received box of the Prepayments tab.
Service Order Billable Unpaid Balance The unpaid balance of the total amount that has been completed so far (and is thus billable); this amount is the value in the Billable Total box minus the value in the Payment Received box of the Prepayments tab.

Back to TopBilling Documents Tab

On this tab, you can view information about the billing documents that have been generated from the service order and its related appointments (including the documents of the Deleted status). In this section, you can view totals related to the appointment.

Element Description
Allow Billing A check box that indicates (if selected) that a billing document can be generated for the service order.
If this check box is selected, you cannot add or delete lines on the Details tab. You also cannot modify the values in the Estimated Quantity and Estimated Hours columns of this tab.
This check box is available only if for the customer specified in the document, you have selected a billing cycle that has the Service Orders option button selected under Run Billing For on the Billing Cycles (FS206000) form.
Billed A check box that indicates (if selected) that the billing document has been generated for the service order.
This check box is available only if for the customer specified in the document, you have selected a billing cycle that has the Service Orders option button selected under Run Billing For on the Billing Cycles (FS206000) form.
Element Description
Batch Number The number of the posting batch document, which is a link that you can click to navigate to the Service Billing Batches (FS305800) form to view the batch.
Doc. Type The type of the document that has been generated, which is one of the following:
  • AR Invoice: The generated document is an AR invoice or a credit memo (if the service order has a negative balance).
  • AP Bill: The generated document is an AP bill.
  • Sales Order: The generated document is a sales order of the type that is specified in the Order Type for Billing or Order Type for Negative Balance Billing box of the Service Management Preferences (FS100100) form.
  • SO Invoice: The generated document is an SO invoice or a credit memo (if the service order has a negative balance).
  • Project: The generated document is a project transaction; if the service order has any stock items, an issue is also generated.
Reference Nbr. The link of the document generated in the system, which you can click to view its details on the applicable form. The link consists of the abbreviation of the generated document and its reference number.
Description The description of the document.
Date The date of the document.
For the project transaction, the date column is empty as this field is not available on the document.
Status The status of the document.

Back to TopOther Tab

On this tab, you can view the information about the document from which the service order was created.

At the bottom of this tab is an area that you can use to add a comment to the service order. The area consists of the following:

  • The formatting toolbar, with buttons you can use to edit text, change its typographical treatment, and format it. You can also use buttons to add files and insert images.
  • The Message text box, where you can enter a detailed description or comment on the service order. You can type the description here and edit it by using the buttons on the formatting toolbar.

Source Info Area

This area contains details about the document from which the service order is created. All the boxes in this section are read-only.

Element Description
Document Type The type of the document that is the source of the service order. The system fills in this box when the service order is created with one of the following options:
  • FS Order: The service order was created on this form, was created from a quote, or was generated when a new appointment was created on the Appointments (FS300200) form.
  • SO Order: The service order was created from a sales order on the Sales Orders (SO301000) form.
  • Case: The service order was created from a case on the Cases (CR306000) form.
  • Opportunities: The service order was created from a case on the Opportunities (CR304000) form.
Reference Nbr. The reference number of the document from which the service order has been created.
Source Service Contract ID The identifier of the service contract or route service contract if the service order was generated from a contract schedule. You can click this link to view the contract on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form, respectively.
Source Schedule ID The identifier of the service contract schedule or route service contract schedule if the service order was generated from a contract schedule. You can click this link to view the schedule on the Service Contract Schedules (FS305100) or Route Service Contract Schedules (FS305600) form.
Recurrence Description The description of the recurrence setting of the service contract schedule specified in the Source Schedule ID box.