Create Debrief Corrections and Charges
You can correct debrief and billing mistakes for field service parts, labor, and expenses, without affecting your work order costs and inventory. This allows you to manually apply warranties and subscription coverages without navigating to Order Management or Receivables.
Prerequisites
-
Define labor and expense items as returnable in the Manage Items page.
- In the Service Activity Codes (SACs) page:
-
Select the Update Cost check box for SACs that you'll use to create correction debrief transactions (costs) as well as service charges.
-
Don't select the Update Cost check box for SACs that you'll only use to correct service charges.
-
-
In the Manage Charges and Estimates page, click the Create + icon to add a line to your sales order.
-
Select a credit service activity code (SAC).
-
Enter the line details.
-
Save. Costs are captured in a maintenance work order when you post the charges.