How a service call billing getting SOP Invoice ID?

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Posted on by Atif Hafeez

I am surprised about the Service call billing linked with SOP Invoice ID.

As we can setup multiple type of Invoice in SOP Module, how service call billing getting the one to create SOP invoice?

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Microsoft Dynamics GP

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Almas Mahfooz 11,009 User Group Leader on at

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It is getting the one setup in service call setup window, you can change it there.

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Atif Hafeez 40 on at

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Thanks for reply.

But This is for default one.

My Question is that How it is getting different for different calls.

For Example One Call is chargeable and one is free as periodic Maintenance. And for these two type of calls, we have two different types of SOP Invoices.

Now how GP will create these at the time of billing service calls?

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Shannon Aune Microsoft Employee on at

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Hi Atif,

When you create your Service call, you select the Service Type that the service call is for. Then it will pull in the Document ID associated with that Service Call type from the Service Call setup. So for example when you create a Service call for your service type TM it will default in with the Document ID of SERVINV as you showed in your screenshot example. If you have a different Service Call type for your free periodic maintenance service calls, then you might have a different Document ID assigned to that Service Call type, which you would define in the Service Call Setup window for that Service Call Type ID.

Thanks,

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Almas Mahfooz 11,009 User Group Leader on at

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Hope all is clear to you after Shannon Aune's reply.

Here is the window he is talking about

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richerd 5 on at

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How to Process an Invoice: A Guide for Small Business Owners

Step 1: Verifying and Tracking Information. A purchasing company needs to verify the purchase, ensure correct payment and deliver the payment within the agreed upon terms. ...

Step 2: Data Entry and General Ledger Coding. ...

Step 3: Forwarding and Receiving Approval. mcdvoice

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