Service Service Ticket Overview Parts

Parts Form Definitions (page 2)

Data Entry Field Definitions

Tech - If your company is using Stock Tracking, a Technician Appointment must first be scheduled before parts may be added to the ticket.  If more than one Technician is scheduled to the ticket, each scheduled Technician will appear in the drop-down list from which to select.  It is important to select the technician whose parts will be or were used on the service call.

Part - The part number may be manually typed in if the exact part number is know, otherwise pressing the lookup button to the right of this field will display a list of all parts available from the Technician Warehouse.

Description - The description will automatically fill in after a part number is selected in the previous field.  If the part is billable to the customer, this description will print on the invoice.  The description that defaults is located on the Part setup/ Service Description field.

Location - This field is optional and is used to enter the physical location of where the part is installed at the site.

Issue From Stock - This option is automatically selected when adding a new part.  If this option is selected, the part will automatically be removed from the stock of the Warehouse assigned to the Technician when the ticket is invoiced or closed [depending on your company setup].  If this option is not selected, parts will not be removed from the Technician Warehouse.

Quantity - The Quantity will default to 1; if more than one of the part is being used, the User may change the quantity.

Unit Price - If the System is still under warranty and the warranty covers parts, the words "No Charge" will be displayed in this field.  No Charge will also be displayed if the System is out of warranty but the Service Level assigned to the ticket covers parts.  When the ticket is ready to be billed, the User may use the billing override options to invoice the customer for the part if necessary.

Total Price - The total price is the calculation of quantity times the unit price.

Tax - If parts are taxable, the amount of tax that will be billed is displayed.

 

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