Service Module

Question

Currently using Sage 100 CRE version 19.3. We're looking to streamline our service business and use the service module to it's full extent. What is the most effective way to track labor, A/P invoices, etc. and in turn have a quick turn around on service A/R invoicing? We currently use Sage payroll and A/P to post to work orders. Looking for an automated process for service crews to utilize as well.

ConnieLynn · Accepted Answer

the only way to track you expenses for the service module is to put the ticket number in when posting payroll and on 4-2 A/P on the job cost screen. if you don't put your ticket number in while posting your expense the service module has no other way to track cost per ticket. you can view the cost on 11-2 using the "view" on the top menu and then selection "service order cost". I have yet to find a report that will show you your income and cost together with net profit or loss by ticket number or client.

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