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Object documentationDocument Type Locate this document in the navigation structure

 

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   Service   Service Call  . On the Expenses tab, choose the Expenses Details button and then choose the New Document button.

Document Types for Service Call Expense Details
Transferred to Technician

To create an inventory transfer from the warehouse to the technician, select this document type.

Note 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.
Order

To create a sales order, select this document type.
Delivery

To create a delivery document, select this document type.
Returned from Technician

To create an inventory transfer from the technician to the warehouse, select this document type.

Note 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.
Returns

To create a return document, select this document type.

Note 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.
Invoice

To create an A/R invoice, select this document type.
Credit Memo

To create an A/R credit memo, select this document type.
Country-Specific Field: Czech Republic, Hungary, Poland, and Slovakia
Correction Invoice

To create an A/R correction invoice, select this document type.

More Information

Service Call Expenses Window