How can we move the costs from a service order to a project. We have multiple service orders that have turned in to projects. this happens often when we go to a customers to fix some a piece of equipment and due to the condition of the equipment we quote the price of replacement and we include the costs from the service order in the quote so we don’t invoice for the service order. Weeks or months later we replace the equipment and the cost from the service order need to get included in the project so we can show the customer we included the service order, and the revenue from the project stays with the costs from the service order. This happens frequently leaving open service orders. our revenue doesn’t match the costs on projects making the projects profitable and the service order not profitable.
My only thought is to do a GL transaction, but it won’t affect the service order, just the project. the appointment has time activities on it, so it won’t let me do anything with it. Any suggestions would be appreciated.