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How to track and bill Worked Hours?

edited Aug 25, 2023 9:53PM in Ask A Guru 7 comments

Good day everyone. We are going to start reworking materials for a customer as a new process to us. I'm looking for information on how to capture those hours and bill them back to the customer.

The process I imagine is:

1) We find a bad part and send the customer a "rework request" with an estimate. This request is logged in a Rework Log (excel) and will have a Rework Number attached to it. The customer will respond in agreement (we hope).

2) We create a transaction (service work order?) in NetSuite, that we then tag that Rework Number on. (Alternatively, it would be cleaner for my "rework log" to be a custom record, that we can then send an approval out to a customer. How, our customers are not named users in NS, so I don't think that is possible).

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