EnglishOperating ScenariosService & fieldService hours: SM Timesheet or operations project time?

Service hours: SM Timesheet or operations project time?

Choose a flow

Situation

A consultant works for a service customer and is unsure where to log time.

Recommendation

Log on the SM Timesheet in Service Management; one hours source per Invoice.

Why

Never invoice service hours from an Operations Project; logging in two places bills the customer twice.

Steps

  1. Log time on the SM Timesheet.
  2. Approve it in Service Management.
  3. Invoice via the Billing queue.

Avoid

  • Log the same hours on an Operations Project and bill from there.

Roles & permissions

Service coordinator / Service Management manager.