Slide 1

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We are busy working with a Current Service Job and in this session we are looking at the Charge Sheet wich comprises that List of Items that we are Charging to the Customer. Of course every Service Job must be Re-Charged. Whether to an Internal or External Customer.

Slide 2

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So, when we choose the Charge Sheet, the System Opens the Charge Sheet and we can work on this Charge Sheet multiple times. In other words it is not necessarily fixed and we can actually add to the List as we continue with the Job.

Slide 3

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Note that we have an Option to load from the Cost Sheet. In this particular example the Cost Sheet has not been done yet, so there is nothing to load from here. And it would not be the right thing for all Service Jobs, but there are many cases where we can simply do either the one Sheet or the other. In other words the Cost sheet or the Charge Sheet and then load the other one from the 1^st one. In this case I am going to start by Loading a Bill of Materials.

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From the Bills offered in this case I am interested in the General Service for a car. So I am selecting that one.

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Then of course the Charges are automatically populated from the Bill. Now notice, when we look at the detail here, we have a Catalog code and Description. We have a Store, Quantity, retail Price and a suggested Total Price, which is the extended Line Item Price.

Then we also have an Average Cost. Now this is the so-called Internal cost. So in terms of Charged to the Customer, the Charge for each line will be that shown under “Suggested Total Price.”

But in terms of the Internal Charges for the Job. We will be using the lesser Cost and the margin derives from the difference between these two prices.

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Apart from loading one or more Bills of materials, we can also individually load Items from the Catalog, as we will see now.

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So we see how that can be done. In this example we do not want this particular line here. So I am going to remove it again.

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Optionally we can also load 1 or multiple Direct Items.

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Slide 23

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We SAVE the Charge Sheet, but we can of course return to it any time.

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