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Contract and billing
Posted: 07 Apr 10 2:50 PM
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| We are trying to figure out how to be able to "Punch In" and "Punch out" a call to record the call length without taking away from their contract. We have some calls that should be billed and some that should not. but we need to record the length of the calls so we can run reports on the calls we get. |
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Re: Contract and billing
Posted: 08 Apr 10 5:18 AM
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There are a number of ways of setting up contracts, and you always have the option to modify the ticket system, so I am not sure what is going on here.
How are your contracts set up, and how are you getting contract balances - are they being calculated automatically - or is it done by your reports? |
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Re: Contract and billing
Posted: 08 Apr 10 3:50 PM
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| They are set up so they take the minutes away from the contract automatically. |
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Re: Contract and billing
Posted: 08 Apr 10 4:25 PM
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Sounds like you would need to modify the system.
1. Add a "Non-Billable" checkbox to the ticket detail.
2. In the Script section AXFormAfterPost of the Ticket detail form - mod the code so that it looks at your checkbox before calling "UpdateContractRemaining", if it's not billable, then don't update the contract.
hth |
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