When service orders are integrated with projects, all costs from the service order are consumed to the project. The integration is based on the service order types.
Steps - Set the service order type
In the search box, type Service Order Types.
Select Service Order Types to open the list.
The main setting is the Project Management toggle. When on, the service order can be (and must be) linked to a project. When posted, only the Ship and Consume option is available.
Specify a Project Template to support the automatic creation of projects.
The Project Nos. setting determines the number for the project, either the same number as the service order or as per the setting on the project template.
Create a service order linked to a project
When you select a Project Management service order type in the service order, a prompt appears: "Do you want to create a new project based on the base template settings (yes/no)?"
Yes: The project is created as per the settings on the service order type.
No: No project is created. Select an existing project when the service order is complete.
Note
Select the service order type after selecting a customer.
Once the service order is linked to a project, link each service item line to a project task. In this way, a service order can contain many service items and each line can link to its own project task.
When you post usage to the service order, only the Qty. To Consume field is filled and only the Ship and Consume posting option is available. The Qty. to Invoice field is not editable. The posting creates a project ledger entry in the linked project.