Creating Billable Items using Basic Work Orders

The following is a summary of the recommended "first time" steps for creating billable items using basic work orders. The only billable item in a basic work order is:

• General

A basic work order or sales order does not initially specify whether a billable item represents labor, a part or an expense. Instead it calls each billable item a general item. It's only when you report actuals to create the billable entry for the general item in the work order that you classify the general item as labor, a part, or an expense.

These steps only describe one of several ways to access these windows.

Note: You can optionally add a new record to a drop-down list of choices immediately if a icon displays next to it.

General

1. Define resource types before hand, if the resource type you want to bill for doesn't already exist. See Configuration Tables for Labor Items for more information.

   Note: At least one default skill in the Resource Type table must be defined to support "internal" work orders, basic work orders and time entries.

2. Create a customer record, if the customer record you want to bill doesn't already exist, by selecting Customers.
3. Create a work order by selecting Work Orders. Select the Basic option on the Items tab. While creating the work order:
   • Add a new General item.
4. Click the Enter Detail button for the general item. When entering detail for the general item:
   • Classify the entry type of general item as labor, part or expense. Additional fields will display, depending on the entry type you select.
   • You can repeat this step as many times as you like until you set the status of the billable item to Completed.
5. Bill for the billing entries you submit in Pending Items.