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Suggested answer

Booking Journals cost not reflecting in Invoice

Posted on by 520

Hello,

I have created a WO and posted it. Booking Journal(Pay types included: Normal Working hours and Travelling) is also created and below cost is available on booking record :

pastedimage1650826578569v2.png

Below Product is added on the WO: 

pastedimage1650827165368v4.png

On posting of WO below invoice is generated:(which shows the product cost only not any other cost from booking journal)

pastedimage1650827220069v5.png

1)How to reflect the total cost from the Booking journal to Invoice? Do I need to create a Product (Service type) and add a Price list Item. If yes,  then how can I link the Price List item to the cost of Booking Journals? Price List item should pick the price automatically from the Booking journal.If Not, what is the way?

2) Generally , how these pay types are used practically- is it for organization internal reports to know the actuals cost or Org. charge it from their customer?

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,435 on at
    RE: Booking Journals cost not reflecting in Invoice

    Hi Megha.

    Do you want to know the cost or add a billable line to the invoice?

    There is no functionality to add a Work Order Service (E.g. Labour) based on the hours spent on the bookings.

    You can add the WO Service to the incident type so the Field Service Administrator can just set it to used and the billable amount when the WO is completed.

    To automate it you can use a Power Automate to trigger on the WO completion.

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: Booking Journals cost not reflecting in Invoice

    Hi,

    You can refer to the following steps:

    Step 1: Click the Field Service Information form in the Invoice table.

     0118.png

     

    Step 2: Add the Subgrid to the Invoice.

     8105.png

     

    Step 3: Click Edit view, then add to Total Cost to the Active Booking Journal view. Save and publish it.

     2728.png

     

    Here is the result:

     4885.png

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