How to Track Internal After-Sale Equipment Cost

When processing an internal Equipment Prep Work Order (WO), the invoice amount is typically recorded against the Equipment Inventory Account using an Expense Code mapped to that account. However, if the equipment unit has already been sold and you would like to track internal charges incurred after the sale, Softbase suggests an additional Expense Code mapped to the appropriate Equipment COGS account.

1. Create the Expense Code for After-Sale Equipment Code.

•     For detailed instructions on how to set up an Expense Code, refer to this article: How to Set Up an Expense Code

2. Ensure the work order is assigned to the appropriate Internal Sale Code under Sale Information and After-Sale Expense Code under Expense Information.

3. Once the work order is opened and the details have been added, confirm the invoice amounts are posting to the correct GL Accounts via the Accounting Distribution tool within the work order.