How do I run a fleet maintenance job from quotation to invoice?
Quote on Fleet Maintenance Quotation, order on Fleet Maintenance Order, bill on Billing Proposal, invoice in Receivables.
Before you start
- The vehicle on Equipment; services on Fleet Service.
Steps
- Quotation (optional): services and items for the equipment. Save, print.
- Order: Create for the equipment; Copy From › Quotation or add service lines; answer required attributes with Service Attribute; add items. Save.
- Billing Proposal: Copy From › Fleet Maintenance Order; adjust; save.
- Invoice: in Receivables, on a fleet billing proposal journal, pick the proposal; post it.
Check it worked
- The invoice lines carry the fleet services and items of the proposal.
What posts
| Document | When | Debit | Credit |
|---|---|---|---|
| Customer invoice (Receivables) | Save of the invoice | Customer receivable | Revenue and tax as set for the invoice lines in Receivables |
Undoing a posting is Reverse on the toolbar of the posting document.
If something looks wrong
- "Service Lines Data cannot be Empty" - add a service line.
- "… Service Attribute … cannot be empty" - answer the required attribute.