- Reopening a close service call is for Service Invoicing only. You cannot reopen a service if you are using SOP Invoicing.
- Only the latest cost transactions can be called back on a manually closed service call. If a service call was manually closed, then invoiced without pulling back unbilled costs, new costs are added, and the call was manually closed again, only the cost transactions that were last manually closed can be pulled back.
- Only the most recent unbilled invoice is pulled back, regardless if a valid invoice has since been posted. The unposted invoice history record is removed and a new invoice is created in the Open Invoice table.
- When using an extended pricing matrix:
- Unbilled fixed costs that were manually closed and not billed are recalculated when the costs are pulled back into the Transaction Work table from the Cost History table.
- Any other overhead costs that are calculated based on other types of costs will also be calculated and added to the Transaction Work table.
- Verify the Divisional accounts are correct for the reopened service call.
- Billing amounts are recalculated and based on the rate on the actual day you reopen the service call. These amounts may be different than when you closed the service call. This includes changes made to extended pricing, labor rate groups, SOP inventory, and/or travel rates after closing the service call.
- After entering a markup percent for the subcontractor Added Cost window and haven't billed these costs, when the call is reopened, the billing amount is recalculated using the pricing matrix, not the markup percent entered in the Added Cost window.
- If you modify a billing amount (override) and the call is reopened, the pricing matrix is used to calculate the billing amount.
- When reopening a service call that has an SOP transaction, price level must be set up for the customer. If if the price level was manually entered on the service call, the price matrix is used to determine the billing.
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