The Change Service Order Utility allows you to make extensive changes to a Service Order, to transfer costs from one job/section to another without using the JC Transfer Costs function and to adjust purchase order related data to point to the new job/cost types. You can also use this utility to map cost transactions and purchase order lines to New Cost Types.
To use the Service Order Transfer Costs function, the accounts to which Labor is posted must be entered in Setup > Configuration > SE Company Configuration > Change Service Order Utility Labor Accounts tab.
Payroll first posts to Cost of Sales Labor, but components may be redirected to another account, such as COS-Fringes. If costs are NOT redirected, or you do not use the feature, such as prevailing wage, the fields may be left blank.
You may need assistance from your Controller and/or PR Administrator to define these accounts. If you need further assistance, please contact COINS and a consultant will be able to assist you.
In the following example, the Agreement was removed, a new Type of Work was entered, Cost Type Classes and the Service Department were changed. Note: New Type of Work must be on file at the Location.
Enter Transaction Date and Service Order. This transaction date defines the corresponding Fiscal Period.
Figure 2: Change Service Order Utility
Changes saved.
Figure 3: Saved Changes
Using the Concurrent tab, change all Type of Work Cost Types. You must pick from the lookup.
Figure 4: Change Type of Work Cost Type Sets
Save. Select Freeze – Copy to Cost / PO Lines.
Figure 5: Copy PO Lines
New Cost Transactions and PO Lines. Select Process.
Figure 6: Process Transactions
View report status to verify transaction reports.
Figure 7: Example Transaction Reports
Service Order Cost Transactions changed.
Figure 8: Example of Completed Service Order Transaction Changes
PO Lines changed.
Figure 9: PO Lines Changed
