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Help

Field Services. Accounting for but not charging the Customer for additional products?

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Community Question
For a fixed-priced service intervention that has an estimated number of parts, say a new-build boiler installation, how do we consume additional storable products that are not charged to the customer? 

Say that the customer has agreed to 10ft of ASB piping and we end up using 12ft but will absorb the 2ft ourselves and not charge it on.  We do want to track cogs properly and see the additional 2ft reduced from margin so that we see the true cost.

Is there any elegant way to do it? I thought of creating a zero-price internal invoice for the items not invoiced but wanted to check if there was a simpler way.


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Ray Carnes (ray)
Jawaban Terbai

Would it work to discount the Customer 100% for the additional pipe?

When your Field Service employee adds 2 extra feet of pipe, there will be an additional line added to the Sales Order.  You can create a separate section and drag this line to that section and discount it 100% so that the Sales Order total won't change but the inventory will be deducted and cost of goods will calculate correctly:



Invoice (ASB pipe costs $1 per foot in this example):



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