- EBMS Knowledge Base
- Tasks and Work Orders
- Create a Task
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Attaching a Task to a Service Item
An inventory item classified as a Service item is an important component when associating the task to a sales order or invoice. The service item is used to prompt the user to create a task from an invoice or proposal. The service is also the link that translates the billable time to the sales order or invoice. Complete the following steps to attach a task to a service item:
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Open an existing inventory item that is classified as Service as shown below:
Review the Using the No Count Inventory Service Codes section within the Inventory Documentation for more details on creating a service inventory code. -
The Estimated Hours entry is used as the ratio between the billable hours and the sales order. A value of ‘1’ should be entered if the billable hours is to equal the quantity within the sales order. For example, if a time and materials work order or task is billed by the hour enter a value of 1 into the Estimated Hours entry. Each time the time is changed in the task the quantity would be updated using the Estimated Hours value.
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If the task is created from the sales order the Billable Hours within the billing tab = Quantity in SO * the Estimated Hours within the inventory item. Review the Creating a Task from an Invoice section for more details.
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If the sales order is created from the task the sales order quantity = Billable Hours divided by the Estimated Hours value within the task. Review the Time and Materials (T&M) Tasks vs. Contract Tasks section for more details on creating sales orders from tasks.
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Enable the Enter task for this item option to prompt the user to create a task when this item is entered into an invoice or proposal. The prompt to create tasks will be when the invoice is saved or a sales order is created from the proposal screen.
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Select the Default Task Type. The new task wizard will default to the selected Default Task Type.
The service items that have a task type attached will prompt the user to create tasks when a sales order is created from a proposal or when the service item is inserted into a sales order. Review the Creating a Task from a Proposal or Quote or Creating a Task from an Invoice for more details.
Review the No Count Inventory Service Codes section of the Inventory Documentation, for more details on items classified as service items.