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Microsoft Dynamics GP (Archived)

Monthly billing for open or completed service calls

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Posted on by Microsoft Employee

Is there any way to invoice customer for open service calls. Some service calls are still open as the job is under progress but the customer needs billing for all the transactions done like technician work etc on monthly bases. The same will apply on SOP even the service call is open but the system should recognize monthly revenue. Our issue is only with service call with status open as we cannot invoice till the status changes to completed.

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  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Monthly billing for open or completed service calls

    There are no pats, labor, and additional expenses button in contract but you can add anything in contract line, If you have already setup items for pats, labor etc, you can use them.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Monthly billing for open or completed service calls

    Thank yo for reply. Am I able to charge pats, labor, and additional expenses in contract? I have not found such buttons to add transactions for labor and additional expense like we have in service call entry screen.

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Monthly billing for open or completed service calls

    Not possible with service call.

    But if you will use Contract Administration, as treat your services on contract basis you can do monthly billing.

     

    Regards,

    Almas

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