Pathway: Operations > Dispatch
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| title | Review and Post Completed Work Orders |
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Review and Post Completed Work Orders Operations > Dispatch |
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Filtering Options | Enter dates into the From and To date fields. If this is for a single day, enter the same date into both fields. | | Select a Division to filter results on. | Select the Line of Business. | If the View drop down field is displaying Dispatch, click on the drop down and select Work Order Posting. | Posting Completed Services | 1. Select the numeric value from the Scheduled column for a route to display the Services List. | | 2. Select Billing from the drop down field to change the view of the Services List editor. 3. Double-click on the work order to display the Services Record editor. 4. Select Posted. | | Posting Exceptions | Select the numeric value from the Exceptions column for a route to display the Services List.
|  Image Added | 2. Select Billing from the drop down field to change the view of the Services List editor. 3. Double-click on the work order to display the Services Record editor. |  Image Added | 4. Select the Charges tab. If an additional charge applies to the exception apply it here. To apply a charge: Select the green plus icon Search and select an applicable charge. Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field.
|  Image Added | 5. Select ‘Posted’ from the Posting Status if no other follow up is needed. |
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| title | Work Orders Unable to be Completed |
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A task must be created for any work order that cannot be completed. To create a task:
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| title | Navigating Between Screens |
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Notes
Posting Completed Services
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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
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