Sales orders

Sales orders are used to bill for services that are not directly related to work orders or tickets. Such services include monthly management fees, trip charges, and IT asset management fees.

You associate a customer with the sales order, and then apply a customer agreement and price schedule. The customer agreement specifies agreed-to services, terms, and conditions. The price schedule can apply fixed fees for the services provided. You can specify additional fees and charges on the sales order. If a service address is associated with the location for the customer, it is copied to the Service Address tab.

If you create a sales order to bill for IT asset maintenance, you specify information about the assets. You then apply the agreement and price schedule and let the system calculate billing prices. You can bill for IT asset management by count, performance, and usage. If you contract for annual incentive payments, use sales orders to bill any incentive amounts.

Sales orders also are created automatically as part of the billing schedule process. You can set up monthly billing schedules for recurring costs for items, services, fixed fee charges, and scheduled usage charges. When the billing schedule runs once a month, sales orders are created for the costs associated with the billing schedule. The sales orders are then applied to a bill batch for the billing schedule and the customer is billed for the recurring costs.