Redwood: Support Purchase of Third-Party Services and Material

With this new feature, you can associate purchase requisition lines to service work order expense charges to capture all of the work order's costs and bill the customer for the services and/or materials purchased to execute the service work order.

The screen shot below displays a purchase requisition created for services and materials needed to execute a service work order.  You will reference these requisition lines when creating expense charges in the Work Order Charges page.

Purchase Requisition for Services and Materials needed for a Service Work Order

On the Add and Edit Expense Charge pages, you can now select the purchase requisition and purchase requisition line.  As you can see in the screen shot below, the requisition line list of values (LOV) displays the requisition item (if entered), the supplier, and the requisition amount.

Add Expense Charge Page with Requisition Line Drop Down List

Once the line is selected, if the requisition has an item, it defaults, along with the quantity and UOM.

Expense Charge for a Requisition Line with an Item

When there isn't an item on the requisition line, the UOM defaults from the currency on the requisition and the quantity defaults from the requisition amount.  In this case, the user will have to select the item that will be used to capture costs and bill the customer when the charges are posted.  Note: You can use a service activity code that will capture the costs without billing the customer when you are not passing along the requisition costs to the end customer.

Expense Charge for a Requisition Line without an Item

When these expense charges are created, the price is calculated and the charge is displayed along with the associated requisition and line numbers.

Expense Charge with Requisition

The user can drill down on the requisition number to open the purchase requisition page.

Purchase Requisition Drill Down

You can now associate purchased goods and services to your service work order, and bill the customer for them, giving you a complete picture of service work order profitability.

Steps to Enable

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

Access Requirements

Users who are assigned a configured job role that contains one of these privileges can access the Work Order Charges page:

• Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
• Access Work Order Charges Details Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)

Users who are assigned a configured job role that contains this privilege can access the Purchase Requisition page from the drill down on the Work Order Charges page:

• Access View Purchase Requisition Page (POR_VIEW_REQUISITION_PRIV)

These privileges were available prior to this update.