Pathway: Operations > Dispatch
| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 1 |
|---|
| type | flat |
|---|
| separator | pipe |
|---|
|
| Note |
|---|
The processes detailed in this article apply only to Approved Storage. |
The billing process uses tools and features in available within the Dispatch tool. This process works minimally one day behind the current day to post charges for services renderedcomplete.
...
Review and Post Work Orders
...
| Expand |
|---|
| title | Review and Post Completed Work Orders |
|---|
|
Review and Post Work Orders Operations > Dispatch |
|---|
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. | Select Load. | 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. |  | 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. |  Image Removed Image Added | 4. Select the Charges tab. If an additional charge applies to the exception apply it hereApply any additional charges incurred (if necessary). To apply a charge: Select the green plus icon Search and select an 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. |
|
...
In the event a work order cannot be completedposted, a task should be created.INSERT IMAGE HERE
...
| Expand |
|---|
|
Two options exist to create a task: Option 1:  Image AddedSelect 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: Insert Image HERE 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.
| Info |
|---|
After a task has been saved it will post under the Pending section of the customer’s Account. |
 Image Added |
Notes
Posting Completed Services
...