These types of service jobs are not paid for directly by the customer. Instead they are being expensed, charged against a unit in inventory or fulfilling the requirements of a unit deal.
Internal Expense Service Jobs
An Internal Expense service job is one where you are performing work on a customers unit but the customer will not be paying for the job. Instead it is being expensed (written off). Examples of this would be Comebacks or Goodwill.
To create an Internal Expense service job, you still start off by selecting a customers unit. Then in the Transaction Type field in the left sidebar you select one of your defined internal expense job types which will expose an expense category.
When an internal expense job is complete, a Finalize Job action will be made available on the right hand side of the service job header. When selected it will close the service job and generate an internal invoice.
Internal Service Jobs
An Internal Expense service job is one where you are performing work on a unit in your inventory. The completed service job will become part of the units inventory valuation and details when finalized.
To create an Internal service job, you select the Create Inventory Service Job from the Create Sale screen.
On the customer order created from this you then select a unit from your inventory.
When an internal service job is complete, a Finalize Job action will be made available on the right hand side of the service job header. When selected it will close the service job and generate an internal invoice and the items on the service job will be included as part of the inventory details for that unit.
Deal Service Jobs
A Deal Service Job can only be created by a Unit Deal. During the creation of a unit deal options such as parts and labor will be included in what they are charge the customer for on the deal.
The deal is not able to fulfill these add-ons itself and requires that a service job perform the work and fulfill the needs of the unit deal. So when they are ready to proceed with that they will "Commit" the options to the deal which in turn will generate a Deal Service Job.
It is this Deal Service Job which relieves the part inventory or orders parts as necessary, performs the labor work and records technician activity. When the deal service job is complete, an Invoice to Deal action will be made available on the right hand side of the service job header. When selected it will close the service job and generate an internal invoice and the items on the service job will be updated on the related unit deal as being fulfilled.
