Page Comparison

This page explains about the Service log and Maintenance log billing.

Log charge types

A log has statuses to indicate at what stage of the process it is, however, there is not only one sequential order of steps that the Service Log can follow but depend on how the Jobs are set up. A Job with a charge type of Input and Output billing will be Allocated, then In-Progress, then Completed and its billing status will change to Billed once all transactions/Outputs on the Log have been included in a Job Invoice billed from the Log (that is by selecting them all from Get Sales in a Job Invoice). On the other hand, a Job with a charge type of Contract Claims, will have to be flagged as Finalised as the last step in the process by the person invoicing it, to indicate it has been billed and no further action is required. The system cannot link the Log Cost transactions (Job transactions/Outputs) to an invoice because the Service Log will be invoiced with a Claim type of invoice that requires a manual line (and will not include the actual Job transactions in the Log). So in this case the billing status becomes less important and the Workflow status is what is relevant. However, the Log Charge Type can be used, instead of the Job’s charge type which will define if the Log transactions can be billed from the Log or notcharge types stick together with the Log statues.

The Log’s Charge type is not mandatory, however is useful to ensure all charges are invoiced to the Job (transactions or Outputs) when the Jobs charge type is Contract Claims.

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There are billing statuses to better represent the billing status for the different charge types on the Log (if selected) or the charge type on the Job. Note that if there is no charge type selected on the Log, then the system uses the Job’s charge type. Refer to the Service log for more details.

Logs attachments when billing

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