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Question

Service Contracts/Contracts/Projects

  • April 3, 2025
  • 1 reply
  • 14 views

How would you use Acumatica to track the cost of goods issued to a customer over the course of a year or more where the customer is billed monthly for services and stock items?

Would you use projects? Service Contracts? Contracts? SP orders or Service orders? Or a combination of those features? 

Projects seems to be the only module that Acumatica advertises the ability to track cost and gross profit but it seems overkill for standard contractual businesses. It also doesn’t track cost in the cost budget from SP orders without some decent upfront configuration and maintenance of that configuration. 

Service Contracts/Service Orders doesn’t have the extensive report functionality that projects does and it doesn’t appear to have the ability to track the costs of issued materials from that service order on the service contract to get a good gross profit number 

the contracts module doesn't seem to allow the sale or issuance of stock items at all but it does seem to have all of the other functionality. 

1 reply

nhatnghetinh
Captain II
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Hi ​@scmaxim1 

We have almost the same opinion as you. We choose to use "Contract Management" for the situation as you describe. We overcome the limitations of "Contract Management" by editing "Customer Contracts" Generic Inquiry > adding necessary information fields from other modules.

 

Best Regards,

NNT


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