How Services Appear on Tickets

Service posted to open tickets appear as parts and labor in the Jobs section on the Parts/Labor tab.

Posted Labor Lines on Tickets

The labor line of the service is the labor operation for the entire service. The name of the labor line is determined by the labor option selected when on the Posted Parts and Labor tab.

There are three options:

• Use Predefined Description
• Append Predefined Description
• Replace Predefined Description (Recommended) - The name of the service appears as the name of the labor.

Labor Detail Lines in the Service

The labor detail rows post to the Description box only when the append or replace Labor Options are selected. When the labor detail rows do post, only the text from the Replace or Inspect columns posts by default.

If you want the text in the Description columns of the labor lines to post as well, you need to change the Post All Service Interval Details setting in Smart eCat Configuration.

When checked, the text from the Description column posts with each sub-labor line.

Catalog Parts on Tickets

Catalog parts post to open ticket the same way catalog parts from Smart eJobs and catalog part searches do.

Catalog parts need to be ordered in Smart eOrder after posting if they were not ordered before posting.

On the Parts/Labor Tab

When the service is posted to the open ticket, all parts in the service appear under the 2 - Labor Row for the Service, which appears as a labor operation.

On the Edit Parts Window

When you open the part, the part details from the catalog search display.

NOTE: If you ordered the part before posting, the Invoice # is entered and the To Order box is not checked.

Non-Catalog Parts on Tickets

Non-catalog parts post as placeholders for real parts. They need to be replaced with actual parts to complete the service.

On the Parts/Labor Tab

When the service is posted to the open ticket, non-catalog parts in the service appear under the labor for the 2 - Labor Row for the Service.

• The part number and the description are the same.
• There is no cost or price.
• The quantity is from Epicor (unless changed on the Labor tab before posting).

On the Edit Part Window

When you open non-catalog parts,

• The Part Number field displays the Description.
• The Quantity from the service is entered.
• There is no pricing or supplier information.

Replace Non-Catalog Parts

It is important to understand that non-catalog parts are not “real” parts; they are placeholders for real parts. The Next button is disabled. When you click OK, you are prompted to enter a part number.

At this point, you need to add an actual part to the labor operation. You can

• Open the placeholder part and search for and select the part on the Edit Parts window.
• Delete the part. Then, search for and add the part you want to use for the job.