You can post service order lines from various locations.

Service order lines remain in the form when they are posted and the status is displayed in the field of the lines.

Post all transactions on a service order

  1. Click > .

  2. Select the service order with lines that you want to post.

  3. To sign off on the service order, select the check box.

  4. Click and then click .

  5. In the form, in the and fields, enter the date interval of the service orders that you want to post.

  6. In the section, select the check boxes for the transaction types that you want to post.

  7. Click OK.

Post individual lines on a service order

  1. Click > .

  2. Select the service order with lines that you want to post.

  3. In the lower pane, select the service order line that you want to post.

  4. To sign off on the service order line, select the check box.

  5. Click and then click .

  6. In the form, in the section, select the check boxes for the transaction types that you want to post.

  7. Click OK.

Note Note

If you do not select the transaction type in the form, the transaction will not be posted.


Post service orders from a service agreement

  1. Click > .

  2. Select the service agreement with the service orders attached that you want to post.

  3. Click and then click .

  4. In the form, verify that the check box is selected for the service orders that you want to post.

  5. Close the form and return to the form.

  6. Click and then click .

  7. In the form, in the and fields, enter the date interval of the service orders that you want to post.

  8. In the section, select the check boxes for the transaction types that you want to post.

  9. Click OK.

Post service orders attached to a specific project

  1. Click > .

  2. Select the project with the service orders that you want to post.

  3. Click and then click .

  4. In the form, verify that the check box is selected for the service orders that you want to post.

  5. Close the form and return to the form.

  6. Click and then click .

  7. In the form, in the and fields, enter the date interval of the service orders that you want to post.

  8. In the section, select the check boxes for the transaction types that you want to post.

  9. Click OK.