Posting Service Orders

When you have created a service order, filled in all the necessary information and made any modifications, you can post the service order. The order must contain at least one service item line and one service line before you can post it. Should the order contain more than one service line, the program will post all the lines at once.

To Post Service Orders:

1. Open the Service Order window.

2. Press F5, browse to the relevant service order and click OK to open it.

3. In the Service Order window, click Posting and select one of the following:

   Choice	Result
   Post	The program posts the order without printing a shipment or an invoice.
   Post and Print	The program posts the order and prints a shipment (if you ship the order without invoicing it) or an invoice (if you invoice the order).
   Test Report	The program checks all parts of the document and presents the result in a report. If the report indicates any errors or a lack of information, you must correct the problem. You can then print a new test report.
   Post Batch	The program posts a large number of service orders all at one go.

4. After you have chosen whether or not to print the order, a window appears in which you must specify how you want to post the order:

   Posting Option	Result
   Ship	The program posts shipment of the items.
   Invoice	The program invoices items that have already been shipped.
   Ship and Invoice	The program invoices and ships the items.
   Ship and Consume	The program posts shipment and consumption on the order. It updates the relevant quantities on the service line(s) of the order and on the previously posted service shipment document.

A window will appear showing the status of the posting process.

It is possible to post consumption only if there is some shipped and not invoiced and not consumed quantity on the line.

When posting the order, the program will create the corresponding ledger entries and posted documents. It will also update the relevant fields in the service order document.

Related Topics

Batch Posting Service Orders, Invoices and Credit Memos

Posting Service Lines

Posting Shipments from Service Orders

Posting Invoices from Service Orders

Posting Consumption from Service Orders

Checking Service Orders before Posting Them

Invoicing Service Contracts

Printing Test Reports Before Posting Service Documents

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