We are setting up Epicor E10 10.2.600 to use field service. We do fixed bid jobs. Travel expense is what we are struggling with. We want to capture our actual expenses for cost purposes, but bill based on a pre-agreed price. Has anyone already tackled this and can point us in the right direction?
I had a similar situation with freight (at least I think) it would be the same principle for you.
In my case, an estimated freight had to be used for the original quote/order entry.
However, an invoice for the actual freight would be received after the fact and… would usually be for a different amount. The variances needed to be accounted for in sales review reports, e.g. cost, performance, etc…
So… I ended up using UD table.field(s) where users entered the actual values when invoices were received. These values were in turn added to the various reports/calculations. i.e. customization but… not too involved.