*Service only orders (i.e. pure “jobs”) do not drive production from a bill of material; indeed they involve no inventory whatsoever. Their role is to allow you to track production on a work order and link a charge (resale) on an invoice to a customer (no cost of goods sold is involved).
Create a Quote
- Navigate to SALES » Quotes » New Quote.
- Click on the pencil icon to fill out the header information as usual. Press OK.
Add a Quote Line
- Click + Add Line.
- Fill out the input fields as usual. Make sure that Charge is selected for Transaction Code. Press OK.
- After all lines are added and data added, click Convert To Order from the left side nav menu.
- Click Place Order.
Note: you can also use “Build” orders (instead of “Charge”) to drive pure service-level jobs. Just make sure the “Allow BOM Zero Components” configuration variable is turned on.
Note: you can still track jobs with customer supplied material and drive production from a BOM like a normal work order. To do so, just receive components in (without a PO) at zero cost to reflect the acquisition of customer supplied material; this material will be relieved (at zero cost) upon shipment of the order to the customer to reflect the relief of customer supplied inventory.