Use this window to add one of the documents described below and to specify the expense details for the service call.
To open this window, from the SAP Business One Main Menu, choose
. On the Expenses tab, choose the Expenses Details button and then choose the New Document button.To create an inventory transfer from the warehouse to the technician, select this document type. Note If you defined a warehouse for each technician and you want to document the items that you delivered to the technician for the service call, in the field To Warehouse, choose the warehouse of the technician. End of the note. |
To create a sales order, select this document type. |
To create a delivery document, select this document type. |
To create an inventory transfer from the technician to the warehouse, select this document type. Note If you defined a warehouse for each technician and you want to document the items that the technician returned, in the field From Warehouse, choose the warehouse of the technician. End of the note. |
To create a return document, select this document type. Note If you record a return document with a serial number that is defined as Active on the Customer Equipment Card, the status of the Customer Equipment Card changes to Returned. End of the note. |
To create an A/R invoice, select this document type. |
To create an A/R credit memo, select this document type. |
To create an A/R correction invoice, select this document type. |