Field Service - Expenses to Jobs and Billable Labor

Yahoo Archive
1
Are you using the field service module? I ask because that module will take care of different labor rates easily. Otherwise, yes you have to go down the road of different part numbers for rates or miscellaneous change for different rates.

Service jobs would also take care of expenses if you use the field service module...but if you don't have it, what we are doing is creating a normal job with a MOM for service work and apply expenses that way, so if there is 3rd party work it is a subcontract operation.

Now what other expenses do you have? In other words, no project necessary.

Manasa












From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jennifer
Sent: Thursday, July 18, 2013 2:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Field Service - Expenses to Jobs and Billable Labor



We're bringing field services on line (9.05.701) and ran into a couple of snags - would like to know if anyone has experience with:

1. Putting Expenses to Jobs
Is expense entry for projects only? We don't see how we can apply to service jobs without creating a project.
Also, we run expenses through 3rd party - don't want to cut a check out of Epicor just record the expense. Anyone doing that?

2. Billing Labor Rates
Anyone ever try automatically updating a labor multiplier on certain labor types?
e.g. tech works 10 hours on site; need 8 hours x1 and 2 hours x1.5
tech travels on a Sunday - all x1.5
tech work on customer site on Sunday - all x2

My thought is to set up different labor types and they would have to split the time accordingly. They are hoping for something easier.

Thanks!
Jenn



[Non-text portions of this message have been removed]
2
We're bringing field services on line (9.05.701) and ran into a couple of snags - would like to know if anyone has experience with:

1. Putting Expenses to Jobs
Is expense entry for projects only? We don't see how we can apply to service jobs without creating a project.
Also, we run expenses through 3rd party - don't want to cut a check out of Epicor just record the expense. Anyone doing that?

2. Billing Labor Rates
Anyone ever try automatically updating a labor multiplier on certain labor types?
e.g. tech works 10 hours on site; need 8 hours x1 and 2 hours x1.5
tech travels on a Sunday - all x1.5
tech work on customer site on Sunday - all x2

My thought is to set up different labor types and they would have to split the time accordingly. They are hoping for something easier.

Thanks!
Jenn
3
2. - could you do something like this?

Date Time Custom field for Weekday Custom Field for Reg Hrs Custom Field for OT Hrs Custom Field for Multiplier Custom Field for Extended Hrs


Use code to get weekday from date
Multiplier is 1.5 for every weekday except Sunday
Formula for Reg Hours = Standard hours or formula
OT Hrs = Time - Reg Hours
Formula for extended = Reg Hours + (OT Hours *multiplier) - every day except Sunday
Formula for extended = Time *multiplier on Sundays


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jennifer
Sent: Thursday, July 18, 2013 2:56 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Field Service - Expenses to Jobs and Billable Labor



We're bringing field services on line (9.05.701) and ran into a couple of snags - would like to know if anyone has experience with:

1. Putting Expenses to Jobs
Is expense entry for projects only? We don't see how we can apply to service jobs without creating a project.
Also, we run expenses through 3rd party - don't want to cut a check out of Epicor just record the expense. Anyone doing that?

2. Billing Labor Rates
Anyone ever try automatically updating a labor multiplier on certain labor types?
e.g. tech works 10 hours on site; need 8 hours x1 and 2 hours x1.5
tech travels on a Sunday - all x1.5
tech work on customer site on Sunday - all x2

My thought is to set up different labor types and they would have to split the time accordingly. They are hoping for something easier.

Thanks!
Jenn



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