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
