Workshop Invoiced Costs Not Showing Against a Stock Record

If workshop invoiced costs are not appearing in the PDI/Prep tab or Cost Analysis of a stock record, it could be due to the job being invoiced to an incorrect invoice type, such as "Internal" instead of "Sales Dept." Follow the steps below to resolve this issue:

Step 1: Verify the Job Details

1. Navigate to Workshop > Service Reception > Job Search.
2. Search for the missing job by entering the relevant job details or criteria.
3. Open the job and review the request lines.

Step 2: Check the Invoice Type

1. Ensure all Request Lines are correctly set to Sales Dept.
   • The Sales Dept allocation is critical as it ensures the costs are posted to the stock record.
2. If the request lines are incorrectly assigned (e.g., to "Internal"), they will not post to the stock record.

Step 3: Correct the Invoice Type

If the job is already invoiced:

1. Credit the job back:
   • Go into the job, and process a credit note for the invoice.
2. Update the request lines:
   • Set the request lines to Sales Dept.
3. Re-invoice the job:
   • Ensure the invoice is raised correctly to the Sales Dept this time.

If the job is not yet invoiced:

1. Simply update the request lines to Sales Dept before invoicing the job.

Key Notes:

• Jobs invoiced to incorrect types (e.g., "Internal") must be reprocessed to Sales Dept for the system to assign the costs to the stock record.
• Always double-check the request line allocation before invoicing to prevent these issues.
• For further assistance, contact the Navigator Helpdesk or your internal support team.