Question

Updating SEO Order Sell Price

  • 20 April 2021
  • 1 reply
  • 57 views

Userlevel 3
Badge +9

We have a scenario where a Service Work Order was pushed to a Customer Order and Delivered to prepare for invoicing.  Upon doing this, the user noticed incorrect pricing.  

 

Once a Customer Order tied to service is in the delivered status, what is the easiest way to update the Sell price?  Currently all we know to do is push the CO to invoicing and then create a credit/re-bill which is long and very difficult to do.  Any suggestions are greatly welcomed. 


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1 reply

Userlevel 2
Badge +3

I have had an example where indeed the Customer Order is processed to the Invoiced/Closed and then the crediting is happening from the Invoice Preview using Credit Lines option. That way the lines on the Work Order open up and price can be changed and a new Invoice Preview Created. I guess if there is a need for 1 invoice for all the work, all lines can be credited, the wrong ones corrected.

All the history then also is on the Sales tab showing which invoice and Customer order the lines relate to.