It would be wonderful if we could change the service center at any given time. Sometimes we make mistakes and once any labor or cost hits the work order, we can no longer make the change.
Guest
| Company | Baker Roofing |
| Job Title / Role | Office Coordinator- Processing paperwork and creating work orders |
| I need it... | 1 month |
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How do we do this if it already exists?
I totally agree with this. We use reports based on Service Center (and Division) to help track a Project Manager's or Salesperson's billings and costs, and if a default Service Center is set on a site but a non-default Service Center is responsible for the work, it gets credited to the wrong person. Maybe have a button for "Transfer Service Center" that will automatically change the cost / revenue accounts? This would automate the process and not require positive and negative work completed lines to be added to transfer costs from the incorrect work order to the correct one (we have had to do this to give credit for sales and costs accordingly).