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130Hello Everyone;
We sell diagnostic instrumentation to veterinary clinics, and, with that, the clinic has the option to buy an extended warranty for that instrument. Sometimes those clinics and the instruments they purchased get bought by other clinics. When this happens we need to be able to update the customer on the warranty contract for that serialized instrument. We don't want to merge the customers, because they are two different customers, and our Finance department doesn't want to merge their records. There are no utilities in GP that allow us to update the customer on a contract. The way we've been handling it is as follows: The original customer pre-pays for the contract, so when the clinic is sold to the new customer we cancel the contract, move the new customer to the equipment record, then create a new contract at zero dollars. However, because the new contract is $0 it throws off the revenue recognition. Does anyone have any ideas on a better way to handle this that will satisfy both the Field Service module, and our Finance department? The end result being the instrument is on a contract with the new customer, and our Financials stay balanced.
Thanks!!
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