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Customers - Procurement tab

Service Billing > Customers > Procurement tab

A procurement tracks part quantities procured from a vendor for resale to a specific customer. The procured quantity is not added as a cost or considered a billable line item until it is submitted. You can create a procurement before, during, or after the creation of a work order. You can also use procurement to track a part quantity that is not associated with a user-defined work order. You can submit the procured part quantity to billing at any time, regardless of whether the part quantity has been shipped or received by the customer.

The Parts page maintains each part's name, vendor, unit cost, and list price. The list price can be overridden using the Procurement page.

Note: See Configuration Tables for Parts for an overview of creating and configuring parts.

Actions

  • New - Adds a new procurement for this customer.
  • Edit - Edits a selected procurement for this customer.
  • Delete - Deletes a selected procurement for this customer.

Note: See Procurement for a detailed description of creating and editing procurements.