Microsoft Idea

Automatic price and quantity calculation of expense and services depending om parameter settings

Gunnar Magnusson on 10/18/2018 12:12:50 PM

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If there are many Work Orders this administrative work quickly becomes overwhelming. We miss functionality where time stamps can be automatically transferred to Services-Lines in the Work Order. Also Expenses and Fees would be good to have created automatically based on rules. We are currently looking att bulding this functionality by adding the rules to a Service Agreement that will extend the standard Agreement entity. Based on the Service Agreement, Services- and Non-Inventory product- Lines will be automatically added to the Work Order with recalculated Quantity and Price.

STATUS DETAILS

Needs Votes

Administrator on 7/2/2019 5:26:48 PM

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

Automatic creation of WO Service lines based on Timestamps, Booking Journals, or Bookings is a common extension however we would like to understand the common scenarios and pricing details to understand how we can satisfy the majority solution that all of our customers can use.
Expenses are likely never going to be automatically managed by our solution. We are not clear that we can satisfy the majority solution that all of our customers can use which considers local/regional/corporate rules. However, we are working with PSA towards separating their Time and Expense capability to enable the basic ability to capture expenses. Once that base capability is available, extending it to meet specific customer scenarios should be more achievable.

Sincerely,

Jason Cohen

PM, Microsoft.