Pathway: Operations > Dispatch
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| title | Review and Post Completed Work Orders |
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Review and Post Work Orders Operations > Dispatch |
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Review the Services List Editor | Review the Services List editor from the Billing view to identify the Posting Status of each Work Order.  Image Added | 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. | Select Load. | Select Work Order Posting from the drop down immediately below the From and To fields to view what has not been posted. | 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 from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed. |  | Note |
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If the weight is not taken the work order cannot be posted. |
| Posting Exceptions | Select the numeric value from the Exceptions 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 the Charges tab. Apply any additional charges incurred (if necessary). To apply a charge: Select the green plus icon Search and select the applicable charge Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field
|  | 5. Select ‘Posted’ from the Posting Status if no other follow up is needed. |
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Two options exist to create a task: Option 1:  Select the Plus icon from the customer’s account. Select Task from the list of options that display and the Add Task editor displays. Select Awaiting Pricing in the Type field. Select who the task should be Assigned To. Select High for the Priority. Enter a Due Date that is a few days out. Add a Note. Select Save.
Option 2:  Select the hyperlink for the account from the Services List editor. Right-click on the calendar day the task is due and select Add Task. Select Awaiting Pricing in the Type field. Select who the task should be Assigned To. Does this person receive a notification?? Select High for the Priority. Enter a Due Date that is a few days out. Add a Note. Select Save.
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After a task has been saved it will post within the Pending section of the customer’s Account. |
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Reports
Pathway: Reports > Custom > Billing - Work Order Pre-Billing
In conjunction with the posting process, the Billing- Work Order Pre-Billing should be generated to review the Posting Status.
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Anything left in a Pending status will not be billed for. What about Ready to Post??? |
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| title | Generate the Report: |
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All fields with an asterisk are required. Select the Bill Group. Select the Line of Business. Enter dates into the From and To Date fields. If it is for same day, enter the dates the same. Select Run Report.
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| title | Understand the Report |
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Work orders that are Pending must be reviewed. That process is outlined in the Review and Post Work Orders section at the top of this article. |
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Notes
Posting Completed Services
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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
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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.
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