Enter work completed inventory lines to capture non-stocked material expenses for job and customer work orders (including those auto-generated from a customer agreement).

1. Open the SM Work Orders form (Service Management > Programs > SM Work Orders).
2. In the Work Order field, enter the work order to which you are adding the work completed entry.
3. Select the Work Completed tab.
4. From the Line Type drop-down, select 4-Inventory.
5. In the Scope Seq field, enter the work order scope fro this line or press F4 to select from a list of valid scopes for the work order.
6. In the Date field, enter the date the work was completed or accept the current date default.
7. For Customer work orders only:
   1. If the work complete line is not billable, select the the Non-Billable checkbox. For information about the defaulting and enabling/disabling behavior for this checkbox, see the F1 help.
   2. If the non-stocked material usage for work you completed is associated with an agreement, use the Agreement and Agreement Rates fields to enter agreement information. For information about each field, see the F1 help.
      Note: If the work order scope is associated with an agreement, the agreement fields will default the agreement information and be disabled.
8. In the Post Month field, enter the posting month or accept the default.
   The system uses this as the batch month when creating and posting the material use batch.
9. If a reference number applies to this line, use the Reference No field to enter the reference number.
   This field may default a reference number from existing work completed entries. For more information, see the F1 help.
10. In the Serviceable Item field, enter the serviceable item to which this work completed line applies or press F4 for a list of valid serviceable items for the service site.
    Leave blank if the work completed line does not apply to a serviceable item.
11. If applicable, use the Technician field to enter the technician that performed the work associated with this work completed line.
12. In the SM Cost Type field, enter the SM cost type for this work completed line. Must be a cost type with a Material cost type category. Leave blank if an SM cost type is not applicable for this line.
    The SM Cost Type, along with the Material Tax Override and Tax Option Override options on the specified work order scope are used to determine taxability and tax defaults. For more information, see the F1 Help.
13. Tab through the IN Co and Location fields.
    Note: The IN Co field defaults the IN company specified in SM Company Parameters; you can accept the default or clear the value from the field. As long as you leave the Location field blank, the IN Co field is ignored.
14. In the Material field, enter the HQ Material used to complete the work order scope or press F4 to select from a list of valid materials.

    If this work completed line is for a non-standard material (not in HQ Materials), enter the material used to complete the work order. Then use the Material Description field to enter a description of the material.

15. For non-standard materials only, use the Category field to enter the material category that applies to this material or press F4 to select from a list of valid HQ material categories. Leave blank if the material is not associated with an HQ material category
16. For Job work orders only, use the JC Cost Type field to enter the JC cost type for this material line or accept the default cost type. Press F4 for a list of valid JC cost types.
    For information about the defaulting for this field, see the F1 help for JC Cost Type.
17. In the Cost UM field, enter or adjust the cost unit of measure for the specified material.
    For information about this field, see the F1 help.
18. In the Quantity field, enter the quantity of the specified material.
19. If you entered a non-stocked material, the Cost UC and Cost ECM fields default from HQ Materials. Accept the defaults or enter the new cost rate and ECM.

    If you entered a non-standard material (not in HQ or IN), the Cost UC field defaults as blank and the Cost ECM defaults to E. Enter the unit cost and ECM for this material.

20. The Cost Subtotal field defaults a calculation of the Quantity x Cost UC. Accept the default or enter the new Cost Subtotal amount.
    Note: Changing the Cost Subtotal causes the Cost UC to be recalculated.
21. If applicable, enter or adjust the cost tax values (Cost Tax Type, Cost Tax Code, Cost Tax Basis, or Cost Tax Amt). For information about these fields and their default behavior, see the F1 Help.
22. Tab through the Cost Rate, CostRate EMC, and Total Actual Cost fields. These fields default values based on the cost and cost tax values entered for the line and cannot be edited.
23. Enter or adjust the billable values (Bill Rate, Bill ECM, Bill Subtotal) as applicable.
    For Job work orders, you can only adjust the bill values if the Costing Method for the work order is Markup. If the Costing Method is Actual Cost, all bill fields are disabled.

    For information about the bill fields and their default behavior, see the F1 help.

24. For Customer work orders only:
    1. If applicable, enter or adjust the bill tax values (Bill Tax Type, Bill Tax Code, Bill Tax Basis, Bill Tax Amt). For more information about these fields and their default behavior, see the F1 Help.
    2. If you are not charging the customer for the specified material, select the No Charge checkbox.
25. Save the record.