Capture Service Address to Calculate Taxes for Field Service

The Redwood Edit Work Order Charges page now captures the service address in the debrief header.  The service address defaults from the associated service work order, but you can select any one of the customer's ship-to addresses to use as the service address.  Service Logistics uses the service address to calculate sales taxes when pricing field service charges, so changing the service address results in repricing of the charge lines.  When you post the charge lines, the sales order ship-to address is populated with this service address so that Accounts Receivable can accurately re-calculate the sales taxes.  Charge lines are also repriced when the asset on debrief headers is updated as it may have a different subscription coverage.

Edit Work Order Charges Page with Service Address

This improved accuracy in the calculation of sales taxes results in a reduction of tax errors and customer disputes.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

The following privileges are needed to access the Redwood Manage Charges UI.

• Users who are assigned a configured job role that contains these privileges can access this feature:
  • Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
  • Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
  • Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_PRIV)

These privileges were available prior to this update.