Hi all,
We are using F&O Projects module to bill work performed in a vehicle service workshop. If we do work on a vehicle that is covered by insurance, then the insurance company is the primary customer for the work, but the person who owns the vehicle will need to pay an "excess" - essentially, a contribution towards the total cost of the project work. The excess will be a fixed amount (let's say $1000), and then the insurance company will be billed for the total amount of all work done (and parts used), less the excess amount paid by the vehicle owner.
Up until now, we've never had a solution to account for all of that within the same project (essentially, the team makes a separate project to charge the vehicle owner the excess, and then puts a "-$1000" fee on the main project to account for the insurance company's invoice being $1000 less than the overall project total).
What is either the correct way, or (if there are multiple ways to tackle it) the optimal way, to have all of this in the one project - that is, hours/items/expenses/fees all within the project (to account for all of the charges), then a $1000 charge to the vehicle owner for the excess, then an invoice to the insurance company that outlines ALL of the project costs, the offset of -$1000 for the excess paid, and then a final total for them (the insurance company) to pay?
Thanks, Craig
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