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Select the “Close Service Work Order” link under the “Service Work Order” business component.
The “Close Service Work Order” page appears.
Enter the following.
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Work Order No |
The unique number of the service work order that must be closed (Alphanumeric, 18). |
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Customer Code |
A unique code of the customer for whom you rendered the services. (Alphanumeric, 20) |
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Currency |
Use the drop-down list box to select the type of currency. |
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Pay Term |
The code identifying the pay term (Alphanumeric, 15). This pay term must have been defined in the “Pay Term” business component and must be in “Active” status. |
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Help facility available |
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Receipt Method |
Use the drop-down list box to select the method in which the payment is to be received. |
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Revenue A/C Usage |
Use the drop-down list box to select the revenue A/C usage. The usage values applicable for the revenue codes defined are available for selection. |
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Invoice From |
Use the drop-down list box to select any one of the following options · Sale Order · Work Order |
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Profit Margin [%] |
The profit margin in percentage applicable for all the items of the sale order/work order in the multiline (Integer, 28). |
The system displays the following upon entering the work order number.
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Description |
The descriptive information of the retrieved work order. |
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Work Order Type |
The type of the work order. |
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Work Order Category |
The category to which the work order belongs. |
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Work Order Status |
The status of the work order can be “Scheduled” or “In progress” or “Completed”. |
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Cost Center |
The cost center of the work order |
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Analysis Code |
The unique code of the analysis (Alphanumeric, 5). |
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Sub Analysis Code |
The unique code of the sub-analysis. (Alphanumeric, 5). |
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Finance Book |
The code identifying the finance book in which the invoice details have been posted. |
The system displays the items of the sale order/work order in the multiline. You can also enter the item details in the multiline.
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Item Code |
The unique code of the item. (Alphanumeric,32). |
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Help facility available |
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Variant Code |
The variant code of the item. (Alphanumeric,8). |
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Unit |
The unit of work order. (Alphanumeric, 70). |
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Help facility available |
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Quantity |
The quantity of units of item. (Integer, 28) |
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UOM |
The unit of measurement of the item. (Alphanumeric,10). |
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Help facility available |
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Profit Margin [%] |
The profit margin in percentage applicable for the item in the multiline. (Integer, 28) |
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Chargeable |
Select this check box if you would like to charge amount for a particular work order. · Tick mark indicates that the work order cost is charged based on the service level · Cross mark indicates that the work order cost is not charged based on the service level |
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Total Value |
The total value in amount incurred on the service work order. This will be sum of the actual cost and the profit. (Integer, 28) |
The system displays the following:
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Item Variant Description |
The descriptive information about the item variant. (Alphanumeric, 150). |
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Agreement No. |
The unique number identifying the service level agreement. |
Enter the following.
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Bill to Customer |
The code identifying the customer on whom the bill must be raised. (Alphanumeric, 18). |
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Help facility available |
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Invoice Date |
The date on which the invoice is generated. (Date format).This date should not be later than the system date and earlier than the SWO Schedule Start date/Work Order creation date. |
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Invoice Numbering Type |
Use the drop-down list box to select the numbering type of the invoice. |
Click on the “Save” pushbutton.
The system displays the following in the multiline:
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Actual Cost |
The actual cost incurred on the service work order. |
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WO Line Number |
The serial number for the work order. |
The system displays the following below the multiline.
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Basic Amount |
The system displays the basic amount as the sum of the total value in the multiline. |
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Tax Amount |
The system computes and displays the tax amount and this can be viewed from the “Tax Calculation Summary” page. |
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Total Amount |
The system displays the total amount as the sum of basic amount and tax amount. |
To generate invoice
Click the “Generate Invoice” pushbutton.
The system displays the following below the multiline.
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Invoice No. |
The unique number of the invoice. |
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Invoice Status |
The status of the invoice. · Draft - indicates a newly created invoice. An invoice in this status cannot be authorized · Fresh – indicates a newly created invoice that can be authorized. · Authorized – indicates that the invoice has been authorized and the relevant postings have been made in the selected finance book. You cannot modify the details of the invoice in this status. |
The system displays the following in the header.
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Status |
The system displays any one of the following statuses of tax calculation upon saving the task. · “Draft” indicates that the tax calculation is unsuccessful · “Active” indicates that the tax calculation is successful. |
To close work order
Click the “Close” pushbutton.
The system updates the “Work Order” status to “Closed”. Also Tax is recomputed during the closing of work order.
To print work order
Click the “Print” pushbutton to print the service charge details.
To proceed
Click on the “Tax Calculation Summary “ to view the computation of the tax for the items and also allows tax computation.
