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Invoice Type Resources Used and How to Invoice

  • November 26, 2024
  • 6 replies
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  • Sidekick (Partner)
  • 7 replies

Hi all,

 

I have a service contract with a service line with the invoice type resources used and with a cap of 5000. I then create a WO and connect the service contract and line to the WO. In the invoice I report personnel, material and expenses. When I invoice to the customer invoice all of this costs appear their. I can’t understand what are the costs that are considered being the resources. 


Can anynone help?

Best answer by Alexander Heinze

I checked with my colleagues in consulting.

“Resources used” will pick up anything on a RO/WO that is set to be invoiced by various setup details, and based on Price rules, Customer agreements, sales parts etc where applicable, and will pick up Time, Materials, Expenses and PO where used (services and parts etc). 

“Resources” obviously does not refer to a human resource, that was probably the misunderstanding.

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  • Author
  • Sidekick (Partner)
  • 7 replies
  • November 26, 2024

Oh and I would like to add that the cap price is not repected. The cost of the invoice it’s higher than 5000.


Alexander Heinze
Superhero (Employee)
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  • Author
  • Sidekick (Partner)
  • 7 replies
  • November 26, 2024

Thank you Alexander, it helped a little bit.

I don’t know if you can help me on the other problem that I’m having with the resources used invoice type. I defined invoice type as resources used on the service contract line. I created a WO and connected that WO to the service line. Then I reported time for the resources (personnel) but I also reported a transactions for expenses trough the planning tab of the work order (just to test the “resources used”). I was expecting when I was invoicing this work order only the value of the resources (personnel) will appear and not the value of the expenses. Do you know what am I doing wrong? Or if it supposed to appear the expenses cost also?
 


Thank you in advanced. :)


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  • Author
  • Sidekick (Partner)
  • 7 replies
  • November 26, 2024

 


Alexander Heinze
Superhero (Employee)
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  • Superhero (Employee)
  • 900 replies
  • Answer
  • November 27, 2024

I checked with my colleagues in consulting.

“Resources used” will pick up anything on a RO/WO that is set to be invoiced by various setup details, and based on Price rules, Customer agreements, sales parts etc where applicable, and will pick up Time, Materials, Expenses and PO where used (services and parts etc). 

“Resources” obviously does not refer to a human resource, that was probably the misunderstanding.


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  • Author
  • Sidekick (Partner)
  • 7 replies
  • November 27, 2024

Thanks soo much Alexander, this helped a lot.


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