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Finance | Project Operations, Human Resources, ...
Answered

How a service call billing getting SOP Invoice ID?

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Posted on by 40

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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  • richerd Profile Picture
    5 on at
    RE: How a service call billing getting SOP Invoice ID?
    How to Process an Invoice: A Guide for Small Business Owners
    1. 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. ...
    2. Step 2: Data Entry and General Ledger Coding. ... 
    3. Step 3: Forwarding and Receiving Approval. mcdvoice
  • Verified answer
    Almas Mahfooz Profile Picture
    11,009 User Group Leader on at
    RE: How a service call billing getting SOP Invoice ID?

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

    Here is the window he is talking about

    1524.service-doc.png

  • Verified answer
    Shannon Aune Profile Picture
    on at
    RE: How a service call billing getting SOP Invoice ID?

    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,

  • Atif Hafeez Profile Picture
    40 on at
    RE: How a service call billing getting SOP Invoice ID?

    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?

  • Suggested answer
    Almas Mahfooz Profile Picture
    11,009 User Group Leader on at
    RE: How a service call billing getting SOP Invoice ID?

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

    service-doc.png

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