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Booking Journals cost not reflecting in Invoice

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Posted on by megha18

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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 :

Below Product is added on the WO:

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

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?

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Nya 29,064 on at

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Hi,

You can refer to the following steps:

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

Step 2: Add the Subgrid to the Invoice.

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

Here is the result:

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Gabriel Dias Junckes 2,428 on at

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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.

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