Entering routes
Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
To enter a service route:
- Open 11-2 Work Orders/Invoices/Credits.
- In the Order# text box, enter the order number.
- In the Date text box, enter the date of the invoice.
- In the Client# text box, enter a dummy client number.
- In the Description text box, enter a brief statement about the transaction.
- In the Job text box, enter the job number.
- In the Status list, click 9-Route.
- In the Type list, click the invoice type.
- If you want to enter the customer or client location, or schedule the service call, enter the data on the Location and Dispatch tab. (See the Learn more box.)
- If you want to enter the parts or assemblies necessary to complete the work, enter the data on the Invoice Details tab. (See the Learn more box.)
- Click File > [Save].
Tip: You can use markups and overrides when entering a new route.