We use a Sales Order type that is set to use Reason Codes for the Sales Account. This is due to a piece of equipment that we sell and also do long term rentals on. We use an asset account instead of COGS for these orders.
This equipment needs to have some service items performed on it as well as some additional components added before it is ready to install.
We would like to start with a service order and have the equipment, components and service items all on the service order so our techs can see what is all needed to be prepped.
I am wanting to bill the service order using the sale order type that is set to use reason codes, but I get an error due to the reason codes being empty.
Does anyone have ideas on a work around?
We could turn on Field Service in this sales order type and then only mark the service items as needing an appointment and creating a service order from the sales order.
The problem here is that the tech will need to go to the sale order to know what equipment he is getting ready. We are currently using multiple documents that aren’t tied together for this and are trying to bring this all together for better records.
Another work around I am considering is a nonstock item that is just used as a note to add a line to the Service Order to show the equipment that is on the Sales Order.
Any else encounter this or have ideas on how to handle this?
