Pathway: Operations > Dispatch
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They always work a day behind.
View: Change from Standard to Work Order Posting
They will also select the value in the scheduled column for a route
When the Services List displays the view drop down list should also be changed from Standard to Billing.
Double-click on the work order to display the Services Record editor
Check for notes from driver such as additional charges that should be added
On the Charges tab they are making sure a weight is there
If everything looks good they are going to change the Ready to Post to Posted
Close the window to display the Services List editor and the POsting Status will show Posted and there will be a value in the Revenue column for the Work Order.
If labels were created but a weight was not taken you will not be able to Post until it has been weighed
Posting Completed Services
Using the Hyperlink to verify the costs being charged to the customer.
From the Services List editor, select the name of the customer to view their account information.
Expand the Active Services List to view the charges
Click the back icon to be brought back to the Services List
Posting Exceptions
From the Services List editor, double click on the work order to view the Service Record editor
Review the Details tab for any notes
Select the Charges tab and if a charge should be applied then:
Select the green plus icon
Search and select the charge that applies
Enter a quantity value in the Gross Qty field. This will update the Charge Qty field
If there is a work order minimum, they may not need to apply additional charges
Work Orders That Can’t Be Completed
Create a Task