Automatically Balance Providers - System Option

>Utilities>System Options>Order Entry>Providers  

Category-Configuration

Type- Can be Global, Assigned, or User

This option depends on the "Integrate Provider's Earnings" option.

This option forces the entry of Service Lines but not have to actually post matching Provider Earnings records. When this feature is enabled, the system will Auto Balance Providers by posting a Provider earnings record for the balance of each service code (80-98) on a customer order line, all at the time of job costing. The following field postings should be noted:

• Provider's Name is the Service Code Description
• Pay Type is Subcontractor
• Balance is posted to Misc. Earnings
• Date Paid is automatically posted for today so that these earning records do not print on the Print & Post Provider Earnings report, but will show up in history.

Examples:

A.) By having this switch turned ON, the user is permitted to have an installer inserted onto a job without having to match an estimated service line cost against him.

B.) RFMS will create a computer generated line item in the customer to offset the cost posted by the installer record. No selling price will be posted to the line, but this may be due to the material lines already having the installation charge included (All that was left to post is the labor cost).

C.) This is a parameter that an organization like Prosource will have to utilize in order to get referral cost to post to individual jobs.