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Free items vs Billable items on Service

  • 28 February 2021
  • 3 replies
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Userlevel 1

We are trying to understand the relation between the BILLABLE checkbox and the FREE checkbox in the field service module. There doesn't seem to be much content on this through help.  

We have noticed a few issues and not sure if this is a bug or our limited understanding of the workflow. 

Example, we need to return to a customer site to perform a warranty service call:

On Appointment or Service order if the BILLABLE box on any line is UNCHECKED (meaning we don’t want to invoice the customer for the line) the billing will not go through and will hang up in the RUN SERVICE ORDER/APPOINTMENT BILLING process screen indefinitely. (This might be a bug)

However, if you go back and CHECK the BILLABLE item and ALSO check FREE, the system will generate a $0 SO invoice and will disappear from the process screen.  This creates a second problem; THEN, because there is no way to mark a SO invoice as DO NOT EMAIL (like you can an AR invoice), the $0 SO invoice will sit in a PENDING EMAIL or PENDING PRINT status indefinitely and force you to email a $0 invoice to a customer before it can be released and THEN it will sit in an OPEN status on the account until manually closed. 

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Best answer by dalesimmerly87 1 March 2021, 00:39

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@dalesimmerly87 Thanks, this is helpful. The second part of this is that unless BOTH Billable and Free are TRUE, it will stay on the Run Service Order / Appointment Billing Screen. 

 

This seems like an over site to me. It should not hang out on the Processing Screen or should not be possible to create the scenario because the people that are monitoring the Billing Screen will change the line to make it go away.

Userlevel 1

@dalesimmerly87 Thanks, this is helpful. The second part of this is that unless BOTH Billable and Free are TRUE, it will stay on the Run Service Order / Appointment Billing Screen. 

 

Userlevel 2

@jlowry40 the chart below should help...

 

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