Charges on Service Quotation

How have you other guys worked around this issue?

Warm regards Andreas

Hi there.

 

How do I get charges connected to a sales part to appear on a Service quotation?

 

 

We have environmental fees connected to some sales parts (let’s say a lead battery) that we have to invoice our customers.

 

When creating a Customer order, there are a tab with charges.

I have connected a charge to sales part 10091. And when adding this sales part on the Customer order, a charge line is created in tab charges.

All good there…

 

 

 

…But when making a Service quotation. I can not find any tab that show/connects charges associated with the sales part.

 

 

If we present a quote to a customer… We somehow need to communicate how much the environmental fee is that may be connected to material.

 

Warm regards

​@ModinA ,

Hi,

This is expected behavior. Charges connected to a sales part are applied in the Customer Order flow, but they are not automatically transferred to Service Quotations (Work Task materials).

Service Quotations don’t use the same charge mechanism, so the environmental fee won’t appear automatically.

A common solution is to add the fee as a separate part/line in the quotation (e.g., a non-inventory or service part for the environmental fee), or handle it via customization if it needs to be derived automatically.

Thanks

I know the CO flow only starts from Invoicing the Work Order, but I think the fact that charges are missing is a product gap.

If we look at the Sales Quotation (which is a more mature component) we can see that the Charges functionality is working fine. In my oppinion it would be worthwhile to submit this as an idea for IFS R&D to have a look at making charges work with Work Orders and Requests. ​@ModinA