The following is a quick guide of the steps to follow to enter and process Jobs or Sales:

Creating a Job/Sales Order

•Open Document Entry.

•Click the drop-down list arrow to the right of the icon and then select Job or Sale depending on the type of document you wish to create.

•Add a Site and Job Type.

•Click [Accept]. This will create a Header to the Job (first node in tree) and default Phases or a manually selected Phase to the Job.

•Add Equipment if applicable.

•Add a Billing Group.

•Add Services and Items as applicable.

•You can add Notations or Return Authorizations (RAs) as applicable at any time.

•Change the Status of the Job/Sale to Ready to Invoice or any other status you like. Ready to Invoice is an example of a customized status that you can create in Options - you can use any status.

Invoicing

•Click to post the invoice.

•Lines in the document will have a tick after invoicing.

•Right-click a line and select View Postings to display the invoice line detail.

•If you right-click when on the header and select View Postings you will open the invoice just posted in full detail.

Day End Processing

After invoicing has completed, Inventory will be decremented, but nothing is costed or posted to other ledgers/modules until a Service Manager Day End process has been run.

•Go to V/M Periodic Processing and run Day End Processing. This updates G/L, A/R and I/C, and creates batches as applicable. The Job/Sale is then fully updated with costs as well.

 

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Purchase Orders and Requisitions

Note: To process Purchase Orders and Requisitions in Service Manager, the Service Manager Purchase Orders Add-On must be installed.

Create Purchase Order

As a quick example:

•Click on a Service or Item detail line. You can create Purchase Orders for Services, Items, Non Stock Items, Contract Services, etc.

•Click the New Purchase Requisition fast icon. The fast icons appear above the tabs on the right of the Document screen.

•Create the Purchase Order. This creates the Purchase Order directly in Sage 300 Purchase Orders and will add a Purchase Order line to the tree of the Job/Sale.

Receipt Purchase Order

•Go to Sage 300 Purchase Orders and use the receipting function to receipt the Purchase Order. The Job or Sales Order will be updated automatically with the Receipt in the background.

•Use the Requisition Manager to view all Jobs/Sales that have receipts at any time by setting criteria to include Partially Receipted or Fully Receipted (tick the relevant check boxes).

Supplying Receipted Purchase Orders

You can use the Requisition Manager to supply the receipted Purchase Orders as well to the Job/Sale.

•You need to tick the Purchase Order Options Ready to Supply to Document check box.

•You can be in any order Document, Vendor, etc.

•Click and choose the lines you wish to supply to the Document. Alternatively, you can open a document and select the Purchase Order line itself and right-click and select Supply Receipted Items. This will supply the receipted quantities to the detail line and you can then follow the Invoice process above if required.