Hi, Please help share ideas and solutions for the following scenario:
We receive our customers equipment from overseas and we have to check the equipment (at this point a sales order is created and base quote is sent to customer with repair estimate) . Now the challenge is sending the equipment overseas for maintenance (Supplier and Manufacturer that we represent), so we need to create a set of documents (Packing list & Commercial invoice) to send items overseas for custom and logistics purposes. Please note that we have to prepare a purchase order to the supplier for the maintenance.
How could we handle this situation?
Would you be loading this Maintenance expense to the cost of the equipment?
At which point, you are stuck?
You could create some alternative (shipment, customs) document layouts which you can print from the purchase order. Just to keep it simple;-).
No loading at the moment.
I am stuck producing shipping documents for equipment going for maintenance to our supplier.
This would be the ideal solution, unfortunately our Microsoft Partner said its not doable. I guess they do now want to venture into customization.
In your opinion, is it an easy customization? I don't mind using the default documents in the sales order but for the purchase orders (just changing the doc numbers to avoid confusion)
The customization purely depends on the format of the document you are expecting.
Do you mean format as in (pdf, excel, word) or format as in (report design) ?
I mean the details to be printed and the layout.
I would like to use the existing Packing list, delivery order and commercial invoices reports that are being used under Sales orders.. but with different No.s