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Pathway: Operations > Dispatch

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Notes

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Note

The processes detailed in this article apply only to Approved Storage.

The billing process uses tools and features in the Dispatch tool. This process works minimally one day behind current day to post charges for services rendered.

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Review and Post Completed Work Orders

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Expand
titleReview and Post Completed Work Orders

Review and Post Completed Work Orders

Operations > Dispatch

1

Enter a date into the From and To date fields. If this is for a single day, enter the same date into both fields.

2

Select a Division to filter results on.

3

Select the Line of Business.

4

If the View drop down is displaying Dispatch, click on the drop down and select Billing.

Notes

  • Filter by Division

  • 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

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