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Hi all,
I'm wondering what is the best practice for how to handle a when product is purchased by the technician on their company credit card but still billable to the customer? The product cost in this case will almost always be different. Our current setup still requires this type of charge to be a product item on the work order due to how it is processed by accounting. I feel like our practice of charging in this way is still not the best option to handle unique charges like this. So I'm curious if someone else has handled this differently or ideally, what SHOULD be done?
Thanks!
Hi Karli.
Any product on the purchase order will be part of the cost of your business.
The unit cost of the products on the purchase order can be overwritten as it might be different each time.
When the purchase order is received the products will be added to the warehouse or work order related to it.
The cost amount and the chargeable amounts are two different things and the products added to the work order will respect the price list rules.
Assuming you have the product on the price list, that will be the amount on the billable amount.
Before posting the work order the Field Service Administrator will be able to change the amounts as needed.
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