Before using the Service Invoicing module, you'll need to select invoice options. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Invoice Options.

Preferences

• Create COGS Distributions for Invoices
  If you mark this checkbox, Service Management uses the designated account as a debit when the cost transaction is entered and then credits the same account to relieve costs when the service invoice is saved or the maintenance invoice is posted. If you mark this checkbox, the Cost Dynamics GP button will be enabled in the Invoice Accounts window and the Maintenance Accounts window. See Choosing Service Management Debit Accounts for Cost Transactions. Choosing this option creates additional cost-of-goods-sold distribution detail with each Service Management invoice. The additional detail is visible with the Microsoft Dynamics GP Receivables transaction. Example: if Service Sales = 100; Labor Cost = 50; Material Cost = 10; Equipment Cost = 40 
  
  • With this checkbox unmarked, the distribution for this invoice on a Receivables transaction appears as follows:
    • Debit: Accounts Receivable Credit:100
    • Debit: Sales Credit:100
  • With this checkbox marked, the distribution for this invoice on a Receivables transaction appears as follows:
    • Debit: Accounts Receivable Credit:100
    • Debit: Sales Credit:100
    • Debit: Labor Cost Credit: 50
    • Debit: Labor Offset (WIP acct) Credit: 50
    • Debit: Material Cost Credit: 10
    • Debit: Material Offset (WIP acct) Credit: 10
    • Debit: Equipment Cost Credit: 40
    • Debit: Equipment Offset (WIP acct) Credit: 40

  • Additionally, with this checkbox marked, you can write off a trailing purchase price variance (PPV) on a purchase order if it is less than a specified amount or percentage. For more information, see Writing off a trailing purchase price variance.

    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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You have the option to select whether the price matrix and labor rate group will populate on a new service call invoice from the service call Location record or the Bill To Location record. 

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• Option 1: Bill To (default)
  • The price matrix and labor rate group for a new service call invoice are pulled from the Bill To Location.
  • A service call performed at location A and billed to location B will use the price matrix and labor rate group from location B (the Bill To location).>A
  • A service call performed at location B and billed to location B will use the price matrix and labor rate group from location B (the Bill To location).
• Option 2: Location
  • The price matrix and labor rate group for a new service call invoice are pulled from the Location of the service call.
  • A service call performed at location A and billed to location B will use the price matrix and labor rate group from location A (the service call location).
  • A service call performed at location B and billed to location B will use the price matrix and labor rate group from location B (the service call location).
  • By default, the Defaults for Price Matrix and Labor Rate Groups option is set to Bill To (default). When you change the method of defaulting the price matrix/labor rate group, new service calls invoices will be created using the new method, but the price matrix/labor rate group used on existing service calls invoices will not change. The price matrix/labor rate group on an existing service call invoice can be edited manually.

For more information on using a pricing matrix, see Regular Pricing Matrix or, if you selected to Use Extended Pricing by Cost Code (Non-Labor), see Extended Pricing Matrix.

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