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Hello,
We are exploring service management and have ran into a couple of issues, hopefully these are easily resolvable. Keep in mind we are using advanced warehousing.
99% of our service consists of repairs. Customer sends in repair item, we replace part, we add charge for part, labor, and shipping back to customer.
1. I have my service item, I've defined its components. On my service item worksheet, I have defined my resource and it's amount, and I replaced a component.
Resource = Service Labor $100
Replacement Component, we'll call it xx-xx = $0.64
If I navigate back to the service order and hit print, the charges reflect correctly on the Service Order Report.
If I preview post, it only wants to post the Resource of $100 and invoice the $100 ignoring the 0.64 for xx-xx - This is issue number 1. (I've been able to circumvent this by creating a warehouse shipment, shipping the replacement component, and then returning back to the service order, this really makes no sense)
What I'm trying to accomplish is: I receive the part, replace the component and then charge the customer for the replacement part + labor.
How do I pick xx-xx from the warehouse to replace the broken component and then consume it into the repair so that it can be invoiced.
2. Is there a way to easily email the customer the Service Quote from BC without sending to PDF and creating a manual email?
Thanks,
Dustin
Hi Josh, thanks for this. I see here that, with advanced warehousing, you cannot consume. When I input Qty to consume, I get the error:
"Warehouse Shipment is required for Line No. 10000"
related: why is the field "Qty to consume" only available in the order lines page but not in the Service Iztem WS?
dposey have you found a solution for this, yet?
Sounds like the stock is being consumed and not invoiced. In the line area open the “Service Lines”. This will tell you if the line will be invoiced or consumed. Consuming usually happens if you have a warranty set on the parts of the service item.
Emailing has been forgotten about in service mgt. a work around would be the way. Or you can get Continia document output which covers all documents in the whole system.
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André Arnaud de Cal...
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