Overview
Service Orders allow the user to add charges for labour and materials throughout the production process without having to recreate the job ticket/s.
Create the Service Order
Open the ORDERS tab on the OPTO Ribbon and click on ‘New Factory Order’ and enter the details as normal. Enter the required part code, quantity but no unit price as this will be calculated at the completion of the order. Press <F9> to save, the Process Sheet (Factory Order) window opens.
Create job ticket/s and activate – Select Order No hyperlink to open the order, open the Despatch tab and tick the “Service Job” box and press <F9> to save.
In the Process Sheet (Factory) window, go to the ‘Despatch, Invoice and History Transfer’ tab and select “View Individual Job” – this will open the Job Control (Service). You can add hours and the change the Rates, Hours as required. The Total Charge will calculate for this service.
**You need to issue the materials to the job tickets; NOT PICK for the Mat Charge to calculate**
In the Process Sheet (Factory) window, go to the ‘Production Steps’ tab and select the Material List icon. In the Pur column, tick the boxes for the required materials and then do a right-mouse click and select “Add to New Issue – Jobs”.
The Material Issue window opens, press <TAB> to generate the items from the material list. Enter the Requesting Employee if necessary and tick the Show Sell Price box to check all the material have a sell price, click on the “Process” icon to save. A message will appear to ask if you want to print the Material Issue Slip.
In the Process Sheet (Factory) window, go to the ‘Despatch, Invoice and History Transfer’ tab and select “View Individual Job” to open the Job Control (Service). You will notice there is now a ‘MAT – Charge’ amount for the selected materials. Enter the hours to be charge, you can use the “Save Progress” icon to save any changes throughout the process.
Once the hours have been entered, press the “Save Progress” icon.
Re-open the Process Sheet (Factory Order) and enter the order number. Open the ‘Despatch, Invoice and History Transfer’ tab and select “View Individual Job” to open the Job Control (Service). Click on the ‘Create Invoice’ box and click on the “Complete” icon, this will Despatch and create the invoice in the background.
A message appears to confirm the completion of the Service Job/s, click on Yes.
NO DATA ENTRY REQUIRED. But the data must be correct before you select the Complete icon. The order is automatically despatched and the invoice is created. The invoice can be printed from the Job Control (Service) window.
As a side note – the order now has unit price/s and a total.
Opto Sofware Pty Ltd Created: 21/02/25
