CLEAR WIP to the wrong place service job

system · July 2, 2015, 5:22pm

Iâ€™m more of an operations kind of gal, so Iâ€™m not the greatest on the financial aspects. Any financial person â€“ welcome to step in hereâ€¦

Can that be directed at the GL Control Group for the Service type and then you could leave the company configuration alone?

Belinda Hannah, CPIM

Dayton, OHIO

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 2, 2015 3:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: CLEAR WIP to the wrong place service job

hI!

Thank you for your answer.

You were right, the only way for it to post to the good group, is to put the cost in production/ company to cost of goods instead of the other choice.

But, when I do it, my other types of job then posted to the wrong account now. So I can't change this.

Any idea what else I could do?

AmÃ©lie

system · June 30, 2015, 3:23pm

Hi

I create a service job from a service call. The operation is a service one. The material used to repair the part is linked to the operation.

I do my time and expense. I close manually my service call (action - close service call) and then, I invoice. (I don't know why the service call is not closing by itself once the job is done)

But, my question is, why the cost of the job goes into variance instead of going to the cost of sales goods.

When doing a service job from a service call, we can't change the product group of the part being repair. And it's those accounts, linked to the part to be repaired that are impacted by the closing of the job.

Can you help me?

system · July 2, 2015, 8:32am

Good morning,

If I am remembering correctly, in company configuration the user may choose where the variance will go (it is on the production tab I think) â€“ It is Variance or COS radio buttons. Check which one has been selected.

The GL accounts for field service are attached to the GL Control type that is related to the Service Type when entering the call. It acts like the product group and directs to whichever account you wish.

For example: If the user selects â€˜Warrantyâ€™ as the service type, then whatever GL you have chosen will be hit. If the user choses â€˜Repairâ€™ you may want different accounts hit.

Because the invoice comes off the closing of the service call it looks to the service type vs when it comes from a sales order, it gets it direction upon shipment/product group.

To address the auto-closing of the service call: The job has the monies and what is billable and non-billable, so the idea is that one person performs the job completion/closing making sure that what was used has been issued and double-checks whether it should be billable or not,, and a coordinator/biller is the validation step before actual billing occurs. Remember â€“ I did not write it, just know how to explain it.

I would look at service call type setup files first.