Billing Labor charges

Thanks so much. I am working on everything in test. We do not go live until next April. You have been a great help.
Â
Have a nice day.
Â
Jetti

From: Manasa Reddy <manasa@...>
To: vantage@yahoogroups.com
Sent: Tuesday, August 9, 2011 9:01 AM
Subject: RE: [Vantage] billing Labor charges


Â
Still play with Field Service. Regardless of how you set up your
operations, I think you can bill it correctly through here. I think the
rate you do put on the operation will come through on your invoice. I
am sure you can assign the tech to whatever job so that the Labor you
enter on the Field Service job will calculate based on the rate on the
operation. Hope that made sense.

Do this through your test environment. It's been a while since we set
it up and since I have played with it. But I am 90% sure it will work
this way.

If you have more questions let us know.

M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Tuesday, August 09, 2011 10:19 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges

Aha, there is one of my issues. We are a distribution company and not a
manufacturing company. We are not tracking the cost of the service
department in that manner. At least not yet in Epicor. So I am trying
to find the way that will best fit our needs for billing the customers
for the different type of service calls, some will be related to the
labor rate for a Field service tech, some will be for the work done such
as pick up and delivery. I will always need to assign a tech to every
job, hence the resource option but may not always need to charge labor,
so that it why I was looking at operation to accomplish the actual
charge to the customer.

Any idea on how to best accomplish this?

I so appreciate all of the help you are giving me.

Jetti Byrd
jbyrd@... <mailto:jbyrd%40burkhartdental.com>
253-212-4939

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, August 9, 2011 5:49 AM
Subject: RE: [Vantage] billing Labor charges

What you need to remember is that the rate you put on your operation is
the cost to the company, not necessarily what you bill your customer.

Definitely play with it in your test environment! That is always the
best.

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 5:20 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Thanks,

I am going to play around with this a little while. I need to sometimes
charge a operation and to sometimes charge an hourly rate.

I have my techs set up as resources.
I have the operations set up for example
'Regular Labor labor rate of 100.00
'Pick up and Delivery' labor rate of 35.00
I need my resources'techs' attached to the job, but would like the
billing to occur in relation to how much an operation cost and not
necessarily have any relationship to which technician.

If you don't mind I would like to toy with it and get back to you if I
have any questions.

Thanks,

Jetti

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 2:39 PM
Subject: RE: [Vantage] billing Labor charges

All three...because you can define the technician as a resource and the
resource is linked to the operation.

I have a feeling you may still be scratching your head? Let me know if
you do...

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges

If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
Hello, we are in the set up process for E9. This I think is a pretty basic questions, but I have received mixed messages on how to actually bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it pulls from resources. We are not using the Payroll module for E9. We bill per hour for time spent by our technicians. However we have different tech rates depending on plant location. We also have charges relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else, we should use and which field will relate to the direct amount that will be billed when the call/job is processed and invoiced.

Thanks for your help.
If you have Field Service then what people have told you will work. You
do not have to have payroll.



Do you have Field Service?







M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] billing Labor charges





Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.





[Non-text portions of this message have been removed]
Yes I have field service technicians, but which will work to bill the customer for the technicians labor?
Â
1. Operations
2. Resources
3. Technician
Â
Thanks,
Â
Jetti Byrd

From: Manasa Reddy <manasa@...>
To: vantage@yahoogroups.com
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges


Â
If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
All three...because you can define the technician as a resource and the
resource is linked to the operation.



I have a feeling you may still be scratching your head? Let me know if
you do...







M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges





Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges


If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Thanks,
Â
I am going to play around with this a little while. I need to sometimes charge a operation and to sometimes charge an hourly rate.
Â
I have my techs set up as resources.
I have the operations set up for example
     'Regular Labor labor rate of 100.00
     'Pick up and Delivery' labor rate of 35.00
I need my resources'techs' attached to the job, but would like the billing to occur in relation to how much an operation cost and not necessarily have any relationship to which technician.
Â
If you don't mind I would like to toy with it and get back to you if I have any questions.Â
Â
Thanks,
Â
Jetti
Â
Â

From: Manasa Reddy <manasa@...>
To: vantage@yahoogroups.com
Sent: Monday, August 8, 2011 2:39 PM
Subject: RE: [Vantage] billing Labor charges


Â
All three...because you can define the technician as a resource and the
resource is linked to the operation.

I have a feeling you may still be scratching your head? Let me know if
you do...

M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges

Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges

If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
What you need to remember is that the rate you put on your operation is
the cost to the company, not necessarily what you bill your customer.



Definitely play with it in your test environment! That is always the
best.







M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Monday, August 08, 2011 5:20 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges





Thanks,

I am going to play around with this a little while. I need to sometimes
charge a operation and to sometimes charge an hourly rate.

I have my techs set up as resources.
I have the operations set up for example
'Regular Labor labor rate of 100.00
'Pick up and Delivery' labor rate of 35.00
I need my resources'techs' attached to the job, but would like the
billing to occur in relation to how much an operation cost and not
necessarily have any relationship to which technician.

If you don't mind I would like to toy with it and get back to you if I
have any questions.

Thanks,

Jetti



From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 2:39 PM
Subject: RE: [Vantage] billing Labor charges


All three...because you can define the technician as a resource and the
resource is linked to the operation.

I have a feeling you may still be scratching your head? Let me know if
you do...

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges

If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Aha, there is one of my issues. We are a distribution company and not a manufacturing company. We are not tracking the cost of the service department in that manner. At least not yet in Epicor. So I am trying to find the way that will best fit our needs for billing the customers for the different type of service calls, some will be related to the labor rate for a Field service tech, some will be for the work done such as pick up and delivery. I will always need to assign a tech to every job, hence the resource option but may not always need to charge labor, so that it why I was looking at operation to accomplish the actual charge to the customer.
Â
Any idea on how to best accomplish this?
Â
I so appreciate all of the help you are giving me.
Â
Jetti Byrd
jbyrd@...
253-212-4939

From: Manasa Reddy <manasa@...>
To: vantage@yahoogroups.com
Sent: Tuesday, August 9, 2011 5:49 AM
Subject: RE: [Vantage] billing Labor charges


Â
What you need to remember is that the rate you put on your operation is
the cost to the company, not necessarily what you bill your customer.

Definitely play with it in your test environment! That is always the
best.

M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Monday, August 08, 2011 5:20 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges

Thanks,

I am going to play around with this a little while. I need to sometimes
charge a operation and to sometimes charge an hourly rate.

I have my techs set up as resources.
I have the operations set up for example
'Regular Labor labor rate of 100.00
'Pick up and Delivery' labor rate of 35.00
I need my resources'techs' attached to the job, but would like the
billing to occur in relation to how much an operation cost and not
necessarily have any relationship to which technician.

If you don't mind I would like to toy with it and get back to you if I
have any questions.

Thanks,

Jetti



From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 2:39 PM
Subject: RE: [Vantage] billing Labor charges

All three...because you can define the technician as a resource and the
resource is linked to the operation.

I have a feeling you may still be scratching your head? Let me know if
you do...

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges

If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
Still play with Field Service. Regardless of how you set up your
operations, I think you can bill it correctly through here. I think the
rate you do put on the operation will come through on your invoice. I
am sure you can assign the tech to whatever job so that the Labor you
enter on the Field Service job will calculate based on the rate on the
operation. Hope that made sense.



Do this through your test environment. It's been a while since we set
it up and since I have played with it. But I am 90% sure it will work
this way.



If you have more questions let us know.











M. Manasa Reddy

manasa@...

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of The Superusers
Sent: Tuesday, August 09, 2011 10:19 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] billing Labor charges





Aha, there is one of my issues. We are a distribution company and not a
manufacturing company. We are not tracking the cost of the service
department in that manner. At least not yet in Epicor. So I am trying
to find the way that will best fit our needs for billing the customers
for the different type of service calls, some will be related to the
labor rate for a Field service tech, some will be for the work done such
as pick up and delivery. I will always need to assign a tech to every
job, hence the resource option but may not always need to charge labor,
so that it why I was looking at operation to accomplish the actual
charge to the customer.

Any idea on how to best accomplish this?

I so appreciate all of the help you are giving me.

Jetti Byrd
jbyrd@... <mailto:jbyrd%40burkhartdental.com>
253-212-4939

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, August 9, 2011 5:49 AM
Subject: RE: [Vantage] billing Labor charges


What you need to remember is that the rate you put on your operation is
the cost to the company, not necessarily what you bill your customer.

Definitely play with it in your test environment! That is always the
best.

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 5:20 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Thanks,

I am going to play around with this a little while. I need to sometimes
charge a operation and to sometimes charge an hourly rate.

I have my techs set up as resources.
I have the operations set up for example
'Regular Labor labor rate of 100.00
'Pick up and Delivery' labor rate of 35.00
I need my resources'techs' attached to the job, but would like the
billing to occur in relation to how much an operation cost and not
necessarily have any relationship to which technician.

If you don't mind I would like to toy with it and get back to you if I
have any questions.

Thanks,

Jetti

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 2:39 PM
Subject: RE: [Vantage] billing Labor charges

All three...because you can define the technician as a resource and the
resource is linked to the operation.

I have a feeling you may still be scratching your head? Let me know if
you do...

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of The Superusers
Sent: Monday, August 08, 2011 4:38 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] billing Labor charges

Yes I have field service technicians, but which will work to bill the
customer for the technicians labor?

1. Operations
2. Resources
3. Technician

Thanks,

Jetti Byrd

From: Manasa Reddy <manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Monday, August 8, 2011 5:52 AM
Subject: RE: [Vantage] billing Labor charges

If you have Field Service then what people have told you will work. You
do not have to have payroll.

Do you have Field Service?

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

630.806.2000 x1515

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of thesuperusers
Sent: Friday, August 05, 2011 5:04 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] billing Labor charges

Hello, we are in the set up process for E9. This I think is a pretty
basic questions, but I have received mixed messages on how to actually
bill for labor on a service call/job.

I have been told it pulls from the 'Operation' and I have been told it
pulls from resources. We are not using the Payroll module for E9. We
bill per hour for time spent by our technicians. However we have
different tech rates depending on plant location. We also have charges
relating to type of action such as Pick up & delivery.

Does anyone know which piece operation or resources or something else,
we should use and which field will relate to the direct amount that will
be billed when the call/job is processed and invoiced.

Thanks for your help.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]