Creating an External Service

If you are receiving a service from an external service provider and you want the charge to be passed on to your customer, you can charge this out by creating an External Service:

  1. From the jobsheet lines under column Type, select Item from the dropdown menu.
  2. Click on the Tab button to move to the next column, No..
  3. Click on the arrow pointing down and select +New from the pop-up window.
  4. A list of several templates for new items will appear; scroll to External Services template and click on it.
  5. A new item card is created with Item Category Code as External. You can change the item No. and add the description of the external service.
  6. Click OK to create the external service item card and enter the quantity and value you are charging.



Note:

Unlike Parts, External Services can be invoiced out to a customer before receiving a purchase invoice; this is because you may not have received the invoice from the External Service Provider when you invoice the Jobsheet to the customer.