View Service Time Sheet Lines

Navigate to Service/Time Sheets > Service/Time Sheet Lines to see information on the specific lines for each service/time sheet you've submitted.

From the Select Customer menu in the top-right area above the table, select the customer whose service/time sheet lines you want to see.

The Service/Time Sheet Lines table shows the following information for all the service/time sheet lines:

Click the Advanced Search icon to filter the list of service/time sheet lines based on the following fields, among others:

• Is rework
• Notes to supplier
• Remaining rework amount/quantity/count
• Status
• Action taken by the customer (accept, rework, or discard)
• Actual completion date - filter for lines that were completed on a specific date or time period.
• Rate Line - filter for lines that match a specific rate line code, name, price, quantity, type, or UOM.
• Week Start (or End) Date - filter for lines that were started (or finished) on a specific date or time period.

You can filter the table by columns, use the search bar to filter with a search term, or click on the Views menu to perform advanced filtering. For more information, see Create Custom Views.

When you view service/time sheet lines, you can see the customer's notes, for example, about what work was accepted, what needs additional rework, and if any work was discarded, with Submitted Qty, Action, Notes to Supplier, and Sign Off clearly shown.

View Rate Details

The report includes a Rate Card Summary column, showing the number of rates associated with each line.  Users assigned the Manage Rate Line permission can view rates associated with service/time sheet lines by following these steps:

1. Click the arrow to the right of the number in the Rate Card Summary column to show the rate lines with the following details about each rate:

   1. Name
   2. Code
   3. Price
   4. Quantity
   5. Rate Line Type
   6. UOM (Unit of Measure)
   7. Total Amount

2. To show the rate card details for all lines at once, click the Expand All Rows icon above the report (click the Collapse all Rows icon to hide all rate card details). If there are more than 15 rates, you can click the “per page” links to display 15, 45, or 90 rates per page.