Setting Up Labor Accounts for a Service Order

  1. Open the Service Order Labor Accounts form.
  2. Specify this information in the header section:
    SRO
    Select the unique alphanumeric used to identify the SRO.
    Customer
    Select a customer.
    Ship To
    The Customer Ship To location is displayed.
    Partner
    Select the partner associated with the SRO.
    Work Code
    Select the code used to represent the type of work that is being recorded to a SRO. Codes are set up and maintained on the Work Codes form.
  3. In the CGS fields, select the general ledger accounts to be used for posting cost of goods sold expenses for SRO transactions.
  4. In the warranty accounts fields, select the general ledger accounts to be used for posting expenses to an SRO for a unit that is under warranty.
  5. In the Sales Discount field, select the General Ledger account number to use as the default Sales Discount account. When you create an invoice for an order, the discount amount for that order will be applied to this account.
    Note:  This field maintains a G/L account number. The account number you enter in this field must be a valid account number in the Chart of Accounts.
  6. In the Revenue field, select the general ledger accounts for posting of revenue.
  7. Save the record.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing