Aggregate Charges by Service Request

You can use the Service Request Charges page to review work orders associated with a service request, and all the charges associated with each work order.

The aggregation of work orders and charges into a single view lets you easily review and post service charges for a particular service request. You can also see the total charge amount for the all the work done on the service request, which helps in making decisions, adjustments, and approvals.

To access the Service Request Charges page from the Work Order Charges detail page:

1. Click Review Service Request Charges.

   You can review service request parameters, such as the service request number, status, customer, and the technician. You can also review charge amounts for any work order.

2. Click the Document Number link to access the work order charges for the selected work order.
3. Click the Asset link to navigate to asset details associated with a work order.

4. Select an action to add charges to the work order, such as parts, labor, and expenses:

   • Add Part

   • Add Labor

   • Add Expense

5. Apply manual adjustments to any work order by clicking the Your Prices link in the Charges table.

6. Click Reprice to reprice all charges based on your pricing strategy.

7. Click Change Currency to recalculate charges in a different currency.

8. Click the Invoice link to check the invoice details.

9. Post your debrief charges at the service request level for all associated work orders by clicking Post Charges and Close. This launches the ESS job to post charges for all the charge lines.