Entering Transactions Using Sales Order Processing Invoicing

Labor, expense, and travel transactions can be created in TimeTrack and used with Sales Order Processing (SOP) invoicing in Service Management. Transactions entered in TimeTrack are automatically put on hold in SOP until the TimeTrack batch is committed. You must be set up to use SOP invoicing in Service Management. See Choosing Service Options and the "SOP Invoicing" section in the Service Management User Manual.

1. Enter a labor, expense, or travel transaction as usual. See Entering Labor Transactions and Entering Expense and Travel Transactions. After the transaction is entered, the primary document in SOP is placed on a process hold. The TimeTrack transactions are added to the primary SOP document after the batch is committed. The Process Hold ID is TimeTrack. The hold is released after all TimeTrack transactions associated with the document are committed.
2. Commit the batch as usual. See Committing Time Card Transactions.