On the Tasks tab, you can click the Debrief button to display the Debrief Report, with Material, Labor, and Expense tabs. You can debrief a job with actual Material, Labor, and Expense service charges.
For jobs that you have managed using Tasks, the Debrief provides the actual charges incurred during the service that would be invoiced to a customer. If both estimate and debrief exists for a service that you have managed using Tasks, the customer is invoiced based on charges that appear in the debrief.
Note: The Debrief Report form does not let you apply contracts per charge line. If you are using the Debrief Report form to generate charges, the system automatically applies the contract at the Service Request level to the charge line.
The following procedures describe how to create the Debrief. This procedure is applicable only to service processes that you have managed by using Tasks.
You must complete all steps in the relevant business scenario prior to creating the tasks for the Service Order. For more information, see Oracle Depot Repair Business Scenarios.
Retrieve the Service Order for which you want to update task details.
For more information, see Find Service Requests and Service Orders.
Select the relevant record from the Results area of the Find Service Orders window, and click OK.
The Depot Repair Workbench shows the selected Service Request and Service Order details.
In the Depot Repair Workbench, select the Tasks tab.
If tasks have already been defined for the Service Order, the table lists the tasks. If more than one task appears, selecting a different task displays the corresponding detail in the lower section of the window.
Select the task for which you want to create the report, and click Debrief.
The Debrief Report window shows the selected task details populated in the fields at the upper part of the window. The lower half of the window comprises the Material, Expense, and Labor tabs.
Select the Material tab to enter required details of material transactions of the task.
Select the Expense tab to enter required details of other expenses of the task.
Select the Labor tab to enter required labor transaction details of the task.
Click Update to save the details.
For detailed instructions and discussion on buttons and check boxes accessible from the Debrief Report window, refer to Oracle Field Service User Guide.