Feature #3936
openEpic: Post-Job Cost Adjustment & Revised Invoice
Description
As an Admin/Field Manager
I want to record all additional usage of products, equipment hours, and labor hours after a job is completed
So that I can compare planned vs actual costs, revise the invoice with add-ons, and send the updated invoice to the customer.
Acceptance Criteria
1.Capture Extra Usage
On job completion, the system should allow input of:
Leftover or additional product quantities used.
Extra equipment usage hours.
Extra labor hours.
These values should be saved against the quotation/job record.
2.Compare Planned vs Actual
The system should calculate Planned Cost (from initial quotation) vs Actual Cost (after additional usage).
A report/table should display side-by-side comparison for each cost type:
Products (planned vs actual quantities & costs).
Equipment (planned vs actual hours & costs).
Labor (planned vs actual hours & costs).
3.Invoice Revision
If actual costs differ from planned costs:
Generate a revised invoice with updated totals.
Include new add-ons (e.g., extra product quantities, extra hours).
The revised invoice must clearly highlight:
Original planned values.
Actual used values.
Differences/additional charges.
4.Customer Communication
Send the revised invoice back to the customer via email/notification.
Ensure invoice includes a summary of changes (extra items, revised cost breakdown, total due).
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