Work Order Menu -> Fast-Track Work Order Labor / Fast-Track Work Order Parts -> Split Billing
Purchase Order Menu -> Warehouse Receiving when parts received for a W.O. -> Split Billing
The repair or maintenance billing expense for a Work Order can
be split between internal service, and/or the customer, and/or the
vendor warranty.
The flag to indicate when Split Billing applies must be set on the
header of each Work Order as follows:
Split indicates that the W.O. billing for parts, labor,
and/or services, is to be split between the customer and/or
internal repair charges.
Internal charges can only be entered for service on valid
Make/Model products in the product file.
Warranty indicates that the W.O. billing for parts,
labor, and/or services, is to be split between the customer, and/or
internal repair charges, and/or warranty claims from the
Supplier.
To charge against a warranty, a Vendor with a valid Warranty
Clearing account, and valid Tax codes setup in Vendor Information, must be selected.
Note: Internal charges can only be entered for labor, service or parts on valid Make/Model products in either the Rental Inventory or Sales Inventory.
The option to split the billing of a W.O. between is disabled if the feature for Work Order In Progress Billing is activated for your company in Custom Function Parameters.
If Split Billing was indicated on the first screen of the Work
Order, this split billing distribution and the % worksheet window
are triggered for each labor, parts and service detail added to
that W.O.
The percent for split billing must also be captured in this pop-up
window when a part that has been identified on the Purchase Order to be used on a specific Work Order that is flagged for split billing, is
received in Warehouse Receiving.
The prompts in this distribution window are:
Note: If the part used does not have an Average Cost set in the product file, the charge for Warranty and for Internal Repair will always be zero.
A window is provided to calculate the split billing portions based on a percent of the charge, as follows:
Split Billing Percent Worksheet Window:
Enter the percent of the charge for this detail that is covered
under warranty.
This is the percent of the Average Cost when applying to
parts used on the W.O.
Enter the percent of the charge for this detail that is to be
converted to an internal repair.
This is the percent of the Average Cost when applying to
parts used on the W.O.
When this window is closed the actual dollar distribution is calculated, but the worksheet percentages are not saved.
Note: When calculating the distribution on parts used the Each price and also the Extended price can vary, because the percent used is on List for the customer's portion, and is on the Average Cost for the Warranty claim and Internal costs.
The dollar amount to be billed to the customer per the Worksheet
calculation displays.
This may be over-typed if required.
This amount will be charged to the customer for this detail on the
invoice when the W.O. is billed.
For parts, this amount will post a credit to the Warranty Revenue account as set in the Sales Product Class when the W.O. is closed, and will post a debit to the Vendor's Warranty Clearing account as assigned in Vendor Information.
For services, this amount will post a credit to the Warranty Revenue account as set in the Service Code in Service Codes when the W.O. is closed, and will post a debit to the Vendor's Warranty Clearing account as assigned in Vendor Information.
Note: This field is disabled if the product number entered in the Make/Model on the Work Order is not valid in either the Rental Inventory or Sales Inventory.
For parts used, the total unit price cannot exceed the List
price of the product.
The Each price calculated may vary, because the percent used
is on List for the customer's portion, and is on the
Average Cost for the Warranty claim and internal
cost.
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