Select the status for the service request. Service statuses include:

• P (Pending)

• A (Approved)

• C (Closed)

• V (Void)

• S (System Closed)

When all service request order quantities have been invoiced and the service request have been recognized in the general ledger, the service request status is automatically updated to System Closed.

Enter, or click to select, a customer ID. You must first create the customer on the Customer table or in Manage Customers. Once you enter the customer ID, the customer's name appears in the field to the right.

Enter, or click to select, the ID of the employee who entered the service request. The employee must exist and be active in the Employee Information table.

This field displays the service request line status. The system-defined statuses are:

• O (Open)

• C (Closed)

• S (System Closed)

Once all line-item quantities have been fully invoiced and the invoices are posted to the general ledger through the Service Order Journal, the line status updates to S (System Closed). The S (System Closed) status cannot be modified. When all service line items reach S (System Closed), the service order header status also changes to S (System Closed).

Select this checkbox to indicate that a particular line item will be included when creating a work order. This defaults to check if the Create Work Order checkbox in the header is selected and is editable. If the Create Work Order is not selected, this checkbox becomes inactive. If a work order that is linked to the service order line exists, this checkbox is not editable.

This will be inactive and unchecked for the following conditions:

• Process Component/Issue Components are set to Yes

• The line type is Miscellaneous

Select this checkbox to mark the line as Ready for Invoice.

When a related work order is created and completed, this checkbox is automatically selected during completion, and the associated costs are updated. You can also manually select or clear this checkbox. If no work order is associated, select this checkbox once the work has been completed. For lines with the Invoice Only line type, this checkbox is selected automatically if both Component Process/Issue Components are unchecked. If Component Process is checked but Issue Components is unchecked, this checkbox can be selected. Otherwise, if both are selected, components must be fully issued before you can select this checkbox. For lines with the Miscellaneous line type, this checkbox is selected automatically.

Select a line type to specify how the item is processed and invoiced:

Invoice Only: Select this option for items, where the service only is invoiced, or for an item that requires component processing or when a work order is needed. Costs are posted to the general ledger through the Service Request Journal (direct invoice or component processing) or the inventory journal (work order only).

Miscellaneous: Select this option for charges or items that do not fall under standard invoice, inventory, or drop shipment processing.

Enter, or click to select, a valid miscellaneous line charge type. The type must already be established on the Manage Line Charge Types screen. You can access this field only when you have selected a

Enter, or click to select, a service item, which can be a part, goods, or a service. Add lines to capture the specific tasks to be performed, such as oil changes, calibrations, maintenance activities, or tear-down and evaluation work. If the task uses components, use the Components subtask to enter the parts. The item must also be set up in Item Billings as either a Service or Part.

When you enter the item revision, the application updates this non-editable field based on the pre-defined type of the service item being entered. The system-defined types are as follows:

• P: Indicates items established as parts on the Manage Parts screen.

• G: Indicates items established as goods on the Manage Goods screen.

• S: Indicates items established as services on the Manage Services screen.

This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

• Unrestricted: The item is not subject to data security restrictions.

• Restricted: The item is subject to data security restrictions and that you are authorized to access detailed part information.

• *UNAUTHORIZED*: The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

Enter, or click to select, a warehouse to which the work order is assigned. This warehouse is used to locate and track serviceable items associated with the work order.

Enter, or click to select, a valid location that is assigned to the selected warehouse.

Enter, or click to optionally select, a maintenance type for the work order.

Enter, or click to optionally select, an equipment record. This field is used when servicing items that are set up as equipment and enables linking the Work Order to associated maintenance data.

Enter, or click to select, a valid inventory abbreviation. Inventory abbreviation information is originally established on the Manage Inventory Projects screen.

Enter, or click to select, a system-defined work order type that categorizes the task to be performed. Available options include:

• Evaluation

• Maintenance

• Repair

• Scheduled Maintenance

The available work order type is determined by the selected Service Type.

If you are using Multicurrency, the label of this field displays the prefix "Trans Currency". Each line item amount is displayed in the transaction currency.

Once you populate the Components subtask and select the Recalculate button, the application recalculates the Gross Unit Price field value as follows: Baseline Unit Price + ((sum of components' Incremental Extended Price Amounts)/SR line's Order Quantity)).

If you modify the Baseline Unit Price field, the Gross Unit Price field recalculates. However, if you modify the SR line's Gross Unit Price or Order Quantity fields (or the component's Order Quantity or Incremental Unit Price fields), you must click the Recalculate button on the Components subtask.

You can enter a maximum gross unit price of 99,999,999.9999 in this field. You cannot enter negative unit costs.

Enter, or click to select, a valid sales tax/value added tax (VAT) code if the Taxable field is selected. Maintain sales tax/VAT codes on the Manage Sales or Value Added Taxes screen. The default sales tax/VAT code is retrieved from the ship ID code. A sales tax/VAT code is required for all taxable line items.

Enter, or click to select, the baseline unit selling price for the item, which is the amount that is used to recalculate the gross unit price for components. This value is the initial price unmodified by the component recalculation process (if applicable) on the Components subtask.

• If the line's Process Components field is No, the Baseline Unit Price and the Gross Unit Price fields are always the same for the item, even if you modify the value in either column (as explained in the next paragraph).

• If the line's Process Components field is Yes, the Baseline Unit Price and Gross Unit Price field amounts are initially the same. However, when you populate the Components subtask and click the Recalculate button, the Gross Unit Price field calculates as follows: Baseline Unit Price + ((sum of components' Incremental Extended Price Amounts)/SR line's Order Quantity)). The Baseline Unit Price field does not change.

If you modify the Baseline Unit Price field and one or more component lines exist, the Gross Unit Price field recalculates. If you manually modify the Gross Unit Price or Order Quantity fields for the SR line, the Baseline Unit Price does not change and the Gross Unit Price does not recalculate until you click the Recalculate button on the Components subtask.

Enter, or click to select, a ship ID that represents where the service item is to be delivered. The ship ID entered in the Addresses subtask defaults in each service request line and can be modified. You can set up a default ship ID for each customer that displays on the Addresses subtask for each of the customer's orders. You can also assign ship IDs to vendors on the Manage Vendors and view them on the View Ship IDs screen. You can also assign ship ID information assigned to branch locations on the Manage Branch Locations and Manage Warehouses screens. You can only enter a ship ID in this field if it exists on the View Ship IDs screen.

Enter, or click to select, the purchase order ship ID, if applicable. This defaults from the Ship ID and is reserved for future use.

Enter, or click to select, the customer's preferred shipment method. The field defaults from the Customer table for the Addresses tab of the service request for each line.

Enter, or click to select, the due date for customer delivery. A due date is required for each line item on the service request.

Enter, or click to select, the customer's desired date of delivery. The date entered in the Desired

Enter, or click to select, the default value or the original due date. The due date entered on the header portion of the order defaults on this field.

Enter, or click to select, the ship by date for the line item. This date is optional.

Enter, or click to select, a valid sales group abbreviation. The sales group abbreviation selected on the Billing tab defaults on this field and can be modified as necessary.

Enter, or click to select, a project-to-charge to be used by sales abbreviations that have accounts defined for project substitution. A default project-to-charge from the Billing tab defaults on this field but it can be modified. The project-to-charge can also default from the Sales Order tab of the Manage Customer screen, if it applies to the customer ID. Only accounts that require projects and that allow project substitution use the

Enter the Military Standard Requisition and Issue Procedure (MILSTRIP) ID for the item, or click to select a MILSTRIP ID that was entered on the Manage Part Project Data screen for the item. You can print the MILSTRIP ID on the service request acknowledgment and invoices.

Enter, or click to select, a valid planner ID. all Planner IDs are available from the Manage Planners screen in Production Control. The planner is the person responsible for ensuring the item is made/purchased for the service request. This field defaults from the PART, COMM, INVT_PROJ, or NET_GRP tables depending on the value selected in the

Enter, or click to select, another date if necessary.

Enter, or click to select, the bill of material configuration ID. Costpoint uses this only when exploding Bills of Material (BOM) requirements for a part SR line. You can use the configuration ID to specify a unique bill of material for the specified part.

Enter, or click to select, the optional failure code.