We create a Sales Quote, mark lines Require Appointment; create Field Service Order.
The order is created, but the lines are marked and Nonbillable. The detail lines are non editable.
How to resolve.
Solved
Sales Quote to Create Field Service Order
Best answer by vdiaz
phillipmarotta wrote:
We create a Sales Quote, mark lines Require Appointment; create Field Service Order.
The order is created, but the lines are marked and Nonbillable. The detail lines are non editable.
How to resolve.
Hi
The functionality was designed this way becuase the invoice will be created from the sales order and not from the service order, so if the lines are marked as billable in the service order, the would be billed twice for the customer.
I read down the comments that you tested using service order quotes (or FS quotes), if this works well for you, I advice to continue using it.
About this question
Note, the User Profile for Default Service Order Type, does not include FSquotes?
That is right, users are only able to select “regular” behavior type service orders as default, not quotes.
I hope that helps.
+16
What is the Service Order Type that you are copying the Quote to?
Check the behavior that is being used for that Service Order.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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+19Hello,
To clarify, I’d like a little more detail about how/where the quote was created and how it was converted to a service order. Was the quote created in the Service Orders screen, using a Service Order Type with Quote behavior? And then the service quote was Confirmed and copied to a different Service Order Type? Or was the Quote created & converted in a different screen?
Have you ruled out user roles/access rights to edit service orders?
Is this one order with a problem while others are working fine? Or do all your converted quotes have the same behavior? If it’s all order, did the process work at one time and something has changed since?
It may help to know your version of Acumatica also. Thank you.
+16If you are creating the Service Order with an Inventory Item versus a Service Item or Labor, it will not allow you to mark the line billable.
Hi, thanks for replies.
- In Sales Demo, using FService Type MRO, Behavior is Regular.
- We are starting the process in the Sales Order SO301000, Order type Quote flagged to enable Field Services. Enter 2 lines, 1 Stock item, AA Comput01, 1 Service InstAC.
- Action Create Service Order, popup to choose FS type MRO, enter dates.
- FSO is created, but not editable.
When you start in the Sales Order Quote screen, the system expects you to invoice from the Sales Order Quote-Sales Invoice-AR Invoice workflow. Creating a Service Order from the Quote creates a Work Order to keep information. Items added to the Service Order that are not on the original Sales Quote will produce a secondary Invoice (as stated depending on the Service Order Type Setup).
I struggled with the same issue when we first started. I abandoned using the Sales Order screen for quoting jobs and switched to the Opportunities-Sales Quotes to quote customers for any non-inventory quotes. The Opportunities-Sales Quotes allow you to create a Service Order where the lines are billable. You have be be aware that anything added to that Service Order after the quote is accepted, will need to be marked as a free item so that when you invoice the customer, the inventory and costs are posted correctly and the invoice matches your quote.
Abe Majors
+16You can create the Quote from the Service Orders then copy to the MRO Service Order. Once you do that, you can then create an Appointment for that Service Order and it allows those items to be billable.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Hi
Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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we are presenting switching to using Field Service Quotes; so the same user will have to use two different screens for quoting. Sometimes FSquote, sometimes Sales Order Quote depending on their customer’s request.
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+2phillipmarotta wrote:
We create a Sales Quote, mark lines Require Appointment; create Field Service Order.
The order is created, but the lines are marked and Nonbillable. The detail lines are non editable.
How to resolve.
Hi
The functionality was designed this way becuase the invoice will be created from the sales order and not from the service order, so if the lines are marked as billable in the service order, the would be billed twice for the customer.
I read down the comments that you tested using service order quotes (or FS quotes), if this works well for you, I advice to continue using it.
About this question
Note, the User Profile for Default Service Order Type, does not include FSquotes?
That is right, users are only able to select “regular” behavior type service orders as default, not quotes.
I hope that helps.
Valentina
1 person likes this
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