We need to add a fixed charge to each and every Work Order we create but would like this to be done by the system rather than administrators due to volume of work orders and the tendency for them to forget.
How can this best be achieved?
thanks,
Best answer by hastse
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+6
The manual way to do this is to add a Fixed price Planning line on one Work Task, this line should get “Work Order Invoice Type” set to “Fixed Line”. This will result in a Sales line for the charge.
Then to automate this there is a need to set up a Custom Event for the first work task on the Work Order to add this line.
If all Work Orders is on Service Contract you can set up a Work Task Template with a planning as above and connect this Work Task Template to all Services in the Execution Tab.
/Hans
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