Assigning Labor in a Partial Credit
As part of the Partial Credit feature, this section lists the steps to assign labor to a technician or team. Once the labor has been assigned and the credit memo has been saved, a Labor Assignment is created for the technician or team. A link to the labor assignment appears in the pending partial return document when it is opened.
To assign labor to a technician in a partial credit
- Create the partial credit document.
- Select the option I would like to assign labor to repair this part.
- Select a technician from the Technician/Team droplist.
- Select an operation from the Operation droplist if needed. Repair is the default.
- Edit the description if needed, and then select a labor type from the Labor Type droplist if it is not already selected.
- Enter the labor hours value in the Assigned field, and then enter comments to the vendor.
- Select the attachment files.
- Click Save and Close or Save and New from the toolbar.
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