How to Post a Unit Deal with open Service Orders
When a unit deal with Open Service Orders is set to status Capped the system will open a window with an Application Warning notifying you about any open Service Orders attached to the unit being sold.
By clicking OK, the Service Order information will show on the Open Service Orders screen. The system will display the Service Order #, the status, the Total and a deal number.
In the case below you will see there is one Service Order created as Internal and one Service Order created from the proposed options sold on the deal.
The next step will be to enter the Estimate Amount of these Service Orders. You should enter the exact amount of the Service Order on the Estimate Amount line in order to show an accurate Profitability on the deal.
After you enter the amount, the Deal # column will highlight in Red any Service Orders that are not created from the deal itself. When the information is verified and completed you will click Yes.
It's important to make sure the information is accurate since after the transaction is confirmed it can not be changed or reversed.
This transaction will increase the cost of the unit.
In the unit details screen, you will see two new cost adjustments showing the Service Order # and the estimated amount. The deal can now be Posted.
After posting the deal you will see under the Service Orders Tab the two Service Orders with their actual status and the estimated amounts.
You will also see the estimated amounts under the profitability tab.
When the Service Orders are completed and set to status Paid, if there is a difference between the estimate and the actual Service order total, an After-Sales cost adjustment will be created on the unit details screen.
In this example, an After-Sales cost adjustment was created because the total of Service Order 254793 changed from $112.00 to $140. 00.
No After Sale Cost Adjustment will be created for Service Order 254356 since there was no change on the invoice total.