Is anyone using E10 for tracking sales that are related to service versus sales of physical products. Not sure how you would set up a part like this in Epicor since it isn’t an inventory or qty bearing item. We can establish a cost to the service, but again since I’m uncertain how it would be setup in Epicor, I’m not sure sure how to assign a cost.
Tom, I have done this by setting up a “billing” part number. It is a stock part, but not quantity bearing.
It will need to be “shipped” for invoicing.
Assign a product group.
Brad
We do it the same as Brad. We have ‘labor’ and ‘services’ part numbers (that ship/invoice at whatever coast/qty we choose to put on the order) PLUS we also do Service Contracts through the Service module. these are a bit more complicated, but will do recurring billing for you.
My old work is a Professional Services company and used Project Management, and E9. Quotes included a labor estimate, converted to orders, and orders attached to the PO, employees would put their time against the project which was in turn approved by the PM and on a fortnightly routine they would generate the billing. Finance would us the Get Project Billing process to generate Invoices.
Parts were non-qty bearing and non stock if I remember correctly.
Not sure if that’s the information you were after, but thought I’d put my 2c in.