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 lets you manually apply warranties and subscription coverages without navigating to Order Management or Receivables.

Prerequisites

Confirm the following setups:

• 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) and service charges.

  • Don't select the Update Cost check box for SACs that you'll only use to correct service charges.

To create debrief corrections and charges:

1. In the Manage Charges and Estimates page, click the Create + icon to add a line to your sales order.

2. Select a credit service activity code (SAC).

3. Enter the line details.

4. Save. Costs are captured in a maintenance work order when you post the charges.