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servicemanagement_writing_off_a__396 servicemanagement_writing_off_a__396

If you have the Create COGS Distribution for Invoices option marked in Invoice Options, you can write off a trailing PPV on a purchase order if it is less than a certain amount or percentage. This is useful if you do not want to open a closed service call to post a PPV amount that comes in after the call is closed.

For example, if you set a write-off amount of $5, a trailing PPV amount of $5 or less on a purchase order will be written off. A historical invoice record is created for the write-off amount, which is debited from COGS and credited to WIP. If the trailing PPV is $5.01 or more, the closed service call will be opened to invoice the customer for the PPV amount. The PPV is billed to history and debited from COGS directly.

Write-off amounts and/or percentages are set up per customer or per location, to be applied at the PO header level or at the PO line level. Note:

Note
To have the system to split PPV entries with the same cost codes or jobs, you will need to insert the value REVALJEINDETAIL=TRUE in the dex.ini file.

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servicemanagement_setting_the_wr_6580 servicemanagement_setting_the_wr_6580

Setting the write-off amount

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