Introduction: Sale Pending Method 2

Overview

This method is used for long or short-term installation jobs that require multiple trips to the customer’s business or residence.

With Method 2, you will move all lines from the work order(s) to the DD sales transaction (as separate detail lines). This allows the charges to the customer and the costs for all labor and parts to be accessible in one place. Additionally, it allows an A/R balance to accrue for the customer.

When lines on the DD transaction are shipped and updated while the job is still in progress, A/R, financials and marginal sales reports are updated. Statements can be mailed monthly as these charges incur.

Multiple labor lines with multiple technicians are allowed, along with multiple parts lines. Routing, with start and stop times, is also available.

If the amount is known, money can be collected from the customer upfront. However, the customer must understand that additional charges may incur.

Summary

With Method 2:

  • Revenue and costs for all parts and labor are captured by adding the parts and labor lines from the work order to the DD transaction.
  • Labor and parts costs are captured in Sales Analysis for the appropriate Non-Inventory product type(s) and parts are allocated to the product type in Service Parts Entry/Maint (07-45-01.)

The Method 2 Process

  1. Set up the Non-Inventory Interface Item, Work Order Labor Item, and review the G/L settings.
  2. Enter the DD transaction.
  3. Create the work order.
  4. Enter parts and labor on the work order.
  5. Add all lines from the work order to the DD transaction.
  6. Audit and update the work order.
  7. Ship and update the DD transaction.
  8. Review G/L Postings and Sales Analysis Reports.
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