We sometimes have one service site with multiple customers. There are three different types of customers we can bill for one service site; owner, property manager, and manufacturer. If we could have one service site but include all these customers, it would help keep the service site list clean.
Danny Rufrano
| Company | Chamberlin |
| Job Title / Role | Chamberlin |
| I need it... | 6 months |
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On the work order level when you change the bill to customer then try to send the invoice the contact delivery does not switch to the bill to it stays with the original customer that was used to set up the WO.
We need to be able to assign multiple AR Customers to a single SM Site. The details of the Customer can be in AR Customers, but changing the bill to does not reflect on reports ran by customer. We need a correct relationship in the transaction detail for whom the work was performed for, i.e. Customer, not just who was billed for it.
Yes, we would like to be able to track all our work orders at the same, but know that they went to different customers. Unfortunately, changing the bill to does not satisfy our needs.
When looking at the list of sites you can't tell who the customer is, when creating a work order. We use the alternate bill to sometimes. Usually it's because we don't want to make a new site. I don't see you can really track that.
An alternate bill to exists at the Work Order level - can you please provide additional details and what needs to be tracked for this additional customers