Work and services tab

In a work order, the Work and services tab contains the following sections:

Work and services section
Inventory consumption section

Work and services section

In a work order, the work and services section contains work items or services that need to be performed to fulfill the work order.

The work and services section includes the following fields:

Field	Description
Bundled service	A group of work items or services that covers a single customer’s request. After you select it, all work items or services of the group are populated to the work and services list.
Work, service	The name of a work item or service. The list of work items and services is based on the Products catalog filtered by product with Work or Service product type.
Variant	The type of a work item or service. For example, car maintenance service can have variants such as car maintenance for corporate customers and for individuals. You can specify a variant if accounting by variants applies to the work item or service (the Variants checkbox is selected on its card). The variant list is based on the Product variants catalog. The field is available if the Inventory accounting by variants checkbox is selected in Settings > Purchases / Warehouse.
Quantity	The number of work items or services. For example, to replace two wheels, create a "Replace a wheel" work item and set its quantity to 2.
Standard hours	The number of hours that a single work item or service usually takes. For example, a work item is "Replace a wheel" and its quantity is 2. Then, specify how many hours it usually takes to replace one wheel.
Price	The price of a work item or service.
Discount %	A fixed percent of discount applied to the price of a work item or service. By default, it is populated from the work order's Prices and currency settings. You can edit the populated percent. The Prices and currency settings can include both a manually specified discount in the Discount field and a discount by card in the Discount card field. In this case, the sum of these discounts is populated to the Discount % field.
Automatic discount %	A percent of the automatically calculated discount. It is applied to the price of a work item or service. To fill in the percent, click Apply discounts. If a work order matches the conditions of an automatic discount from Sales > Discount types, the discount percent is automatically calculated and applied.
Amount	The total amount to be paid for the specified number of work items or services. It is calculated automatically according to the specified price and discounts. This amount is before VAT if the price type is tax-exclusive (the Tax category is Domestic rates VAT and Tax-inclusive prices checkbox is cleared the work order's Prices and currency settings).
Tax	The VAT rate and amount. If available, the VAT rate is populated from the VAT output field of the work item or service card. You can change the populated VAT rate manually. The Tax field is available if Tax category is Domestic rates VAT in the work order's Prices and currency settings.
Total	The total amount to be paid for the specified number of work items or services. This amount is after VAT. The Total field is available if Tax category is Domestic rates VAT in the work order's Prices and currency settings.
Bill of materials	A group of materials required to fulfill a single work item or service. The list of values includes only active bills of materials for this work item or service.
Project / Project phase	A project or project phase that work or service is related to. The field value is populated to documents generated from this document if they have the Project / Project phase field. The field value can be used for recording and tracking income and expenses by project or project phase. This applies if the Track income and expenses by project phase checkbox is selected in the project settings. To learn how to select a project or project phase, see Project selection tool. The field is available if the following conditions are met: The Project-based accounting checkbox is selected in Settings > Company. In a company's accounting policy, on the Advanced inventory management tab, Charge to expenses automatically on Work order completion is selected. In this document, the Project / Project phase field position is set to In tabular section in the document settings (More actions > Settings). The project list is based on the Projects catalog.

All the amounts are in the currency specified in the work order's Prices and currency settings, in the Document field of the Currency section.

Inventory consumption section

In a work order, the Inventory consumption section contains materials required to complete the work items and not charged to the customer's account. The materials can be recorded as a company's expense or manufacturing overhead, or other consumption, depending on the details specified in the section.

The Inventory consumption section includes the following fields:

Field	Description
Inventory	A material's name. The list of materials is based on the Products catalog filtered by product with Inventory product type.
Variant	The material type. For example, motor oil of a certain manufacturer. You can specify a variant if accounting by variants applies to the material (the Variants checkbox is selected on its card). The variant list is based on the Product variants catalog. The field is available if the Inventory accounting by variants checkbox is selected in Settings > Purchases / Warehouse.
Batch	The batch the material is a part of. It is used for tracking the material by batch. The field can be required or optional depending on the material's batch tracking policy. Specify a batch manually or use the Fill batches by FEFO tool to autofill it. For details, see Autofilling product batches. The field is available if the Inventory accounting by batches checkbox is selected in Settings > Purchases / Warehouse.
Quantity	The number of the materials needed to perform a work item or service.
Reservation	The quantity of a material reserved for a work item or service. For details, see Reserving materials for work orders.
Unit	A unit of measure of a material. By default, it is populated from the card of material. If the material comes in various units, you can select another unit.
Bill of materials	A group of materials required to make this material. The list of values includes only active bills of materials for this material.
GL accounts	The following GL accounts: Inventory. A GL account for recording a material. Consumption. A GL account for recording consumption of a material. GL accounts are available if Use default type of accounting is selected in Settings > Company.
Register expense	Indicates whether consumption of a material is recorded as an expense. Select the checkbox to record consumption of a material as an expense. Clear the checkbox if consumption of a material is considered other consumption, instead of an expense. This checkbox is available is the Do not use accounting module or Use template based types of accounting is selected in Settings > Company.
Income and expense items	An expense item for recording consumption of a material. It is applicable when one of the following conditions is met: GL accounts include the Consumption account where Account type is Administrative expenses or Other expenses (allocation to Income summary accounts), or Manufacturing overheads. The Register expense checkbox is selected. The expense item list is based on the Income and expense items catalog.
Storage bin	A storage bin that a material is dispatched from. It is available if the Inventory accounting by storage bins checkbox is selected in in Settings > Purchases / Warehouse.
Project / Project phase	A project or project phase that a material consumption is related to. The field value is populated to documents generated from this document if they have the Project / Project phase field. The field value can be used for recording and tracking income and expenses by project or project phase. This applies if the Track income and expenses by project phase checkbox is selected in the project settings. To learn how to select a project or project phase, see Project selection tool. The field is available if the following conditions are met: The Project-based accounting checkbox is selected in Settings > Company. In a company's accounting policy, on the Advanced inventory management tab, Charge to expenses automatically on Work order completion is selected. In this document, the Project / Project phase field position is set to In tabular section in the document settings (More actions > Settings). The project list is based on the Projects catalog.

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