When adding timesheets to service jobs, the below hierarchy is followed for labor rates:

  1. Labor Rate on the Equipment Master item (Equipment Management > Equipment Master)
  2. If there is no labor rate, then the Customer Site Labor Rate is used (Customers > customer Sites)
  3. If there is no labor rate, then the Skilled Persons Labor Rate is used(Equipment Management > Configuration > Skilled Persons)

Multiple service jobs can be posted as a batch using the Posting Service Jobs procedure (Equipment Management > Procedures > Posting Service Jobs)

If Jobs are not appearing on this screen it may be due to the Mech Status on the Job not being COMPLETED. The Mech Status is linked to SM (Service Mobility) and is updated automatically by the mechanic as the job is progressed.

If  SM is not used, the status has to be updated from the service job via Actions > Add Multiple Mechanic/Complete Mechanic. The Mech Status will be updated when the Complete button is used.

Standard internal procedures such as checking all required parts/labor postings are on the job should also be completed.  You could also restrict (by internal controls) the value of the jobs allowed to be posted this way; e.g. internal jobs only under $100.00.

When a service job is saved, the job type parameter is locked for normal editing. The job type can be changed through Service Jobs > Actions > Change Job Key Parameter.

Users require the ‘Process Supervisor’ security permission to use this action (Security > Users).