Providers - Overview

Order Entry>File>Providers or Order Entry>Provider Button  or Order Entry>Edit>Providers

The Provider's module is of most benefit when used in conjunction with service lines. However, this module can also be used independently to create records by which to pay Providers and also to include service costs for job costing purposes. It can be used just as a reference for recording who installed each job. Any individual or installation/service company that you want to use, and for which a 1099 tax form is needed, must first be added to personnel records in the Payroll module. When adding Providers to the payroll module, be sure to answer "Yes" in the field labeled "Provider?" This allows the personnel information Providers ONLY to be exported into other areas of the system, such as adding Provider records on a customer order.

To activate the Provider's module in Order Entry, set Integrate Provider's Earnings to yes.

If Provider's Earnings AND Service Lines are both used on a customer order, the cost of the service on the line MUST equal the costs entered on the Provider's Earning record for that order. When a customer order is job costed, all Providers' records pertaining to that invoice number will be totaled and automatically posted to the Installation Cost field on the job cost screen.