How can I associate an A/P invoice to a service call?

[Former Member]

Hi,

Customer wants this:

1. They (Co. A) gets a service call from their customer say for lump sum of 400 dollars.

2. They (Co. A) give out a contract to technician say at 45 dollars an hours and travel expenses. This is SERVICE ITEM for a total expense of say 45*2+120=210.

3. Technician (A Vendor BP in SAP Business one) produces a PO. Co. A pays off the Technician.

How can I create a Service Call to show both ends of incoming revenue and outgoing expense in the service call?

Appreciate your help.

Thank you.

[marcella_rivi · Accepted solution]

Dear Syed Aleem,

I have described some ideas, but if these ideas do not help you, please come back to us with more details of what you need.

1. They (Co. A) gets a service call from their customer say for lump sum of 400 dollars.

Here you can create the servce call with the information in the General Tab and in the Remark and in the subject. If this is not enough I would suggest to create an activity and write your remark and content in the activity.

You can create an activity clicking on the Activity tab. In the activity there is a tab called linked documents and you can add documents linked to the activity and service call.

2. They (Co. A) give out a contract to technician say at 45 dollars an hours and travel expenses. This is SERVICE ITEM for a total expense of say 45*2+120=210.

You can use anothe activity or you can add Return from Technician under the Expenses tab of the Service call.

3. Technician (A Vendor BP in SAP Business one) produces a PO. Co. A pays off the Technician.

Now, create another activity (or your first one) and add the Purchase order and the payment to it.

Please, let me know if my suggestions help you.

Regards,

Marcella Rivi

SAP Business One Forums Team

[Former Member · Accepted solution]

Dear Marcella,

Your answers make sense and we did try that. But the problem is (may be) - service is only tracking the events and not the accounting of revenue collected 400 dollars and amount spent 210 dollars against that call automatically.

How can I know whether the above service call was profitable or not drilling down into GL through service call accounting? Am I off the mark here?

Thanks.

[marcella_rivi · Accepted solution]

Dear Syed Aleem,

The Service call is not created for keeping track of the gross profit, therefore it is normal that it does take into consideration these elements.

I would suggest to use the Sales Analysis report under the Sales module - Report and the Purchase Analysis in the purchase module.

You can run the report by business partner or item. However, the Sales Analysis will be run only on either Sales orders, Deliveries or AR Invoices and the Purchase Analysis will run for Purchase orders, GRPOs and AP Invoices.

Regards,

Marcella Rivi

SAP Business One Forums Team