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. A
If a Service Order is partially billed, will I then be unaale to add more information to the Details tab?
Hi Anyone can advise that why the sub account code not reflected in PO sub account column?
In Field Service we mostly care about the service address, which would be the Customer Location address. We need to be able to have the user, in the Service Order screen, enter in an address and have the system match it to a customer record and populate the Customer field and the Location field with the match. I am not a developer and would like to know if this is addressable either by a Workflow type customization. I have tried using Actions/Navigation:Search Records but the closest I have come is to allow a popup of the Customer Location GI. This could possible work if the user could use the popup GI and search the address, select the customer and have it populate in the Customer field with the corresponding Location ID. Any ideas or pointers would be great. Thanks.
we have a P.O. that was created from a change order. We need to change the quantity and cost on it because the vendor can’t supply all of the product on time and we need to add a new item to the PO for and alternate product. PO is still open and nothing has been received or an AP bill has not been created. Usually you can just put the PO on hold and make changes, but it is greyed out. The Change order is also still on hold. we are running 2020 R2 (20.212.0038)ThanksAndrew
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