You may optionally invoice the Service Warranty Amount as part of a Project
Invoice Warranty as Part of a Project
Prerequisite: Config PROJINVINCLUDEWARRANTY = ON. This allows us to bill a Warranty with a Project. Warranty will then become part of a billing milestone and be reflected on the Project Profit tab
- Open a Project
- From the Extended Menu, select Create Warranty Service Contract. The Select Warranty Items and Products window will open
- Highlight desired Warranty Products and click the Select button
- A window will open asking you to choose to either Create a new Contract, or Update an existing Contract. Make your selection
- A window will open asking you to set the Start / End Dates. Do this and click Submit button. Note: when the Service Contract is created, the system will also create an Offset Invoice against it – this may be viewed on the Orders / Invoices tab of the Project
- Note: the Recurring Revenue process will run off this Warranty item for the period of the Contract