Does anybody know if the Expense Entry charges can be pulled into a Field Service Job? We have implemented Field Service and are exploring the idea of using Expense Entry to track our Field Technician’s expenses. It would be nice to combine this effort to reduce work and errors.
Hi James,
Yes, it would be nice but Field Service has its own method of handling expenses in the Call Center Module. Let me know and we can create an enhancement request together.
Mark W.
If you add a material on the FS Job and then click on Misc charge and add
the code it will allow the expense to be charged for the job. You can also
bill for the misc expense charge, similar as billing the material on the FS
job
Mark Wagner
Sr. Partner
Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)
| www.capstoneap.com
We use the Misc. Charge on the Material Line right now.
I wonder if it is possible to use the Project Entry to tie to the Expense Entry and Service Call. It might be a long way around the process.