Pathway: Operations > Dispatch
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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
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Work Orders
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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. |  Image Added | Select a Division to filter results on. | Select the Line of Business. | If Select Work Order Posting from the View drop down field is displaying Dispatch, click on the drop down and select Work Order Postingimmediately 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. |  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. 4. Select Posted from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed. |  Image Added | 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. 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.
|  | 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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Quickly navigate to an account from the Services List to reference account details such as charge rates for Active Services.  Navigate from Services List to Account: Select the name of the Location from the Services List (underlined indicates this is a hyperlink).
Return to Services List from Account: Return to the Services List from the Account screen by selecting the Back icon that displays above the account’s left panel toolbar.
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Work Orders Unable to Post
In the event a work order cannot be completed, a task should be created.
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Notes
Posting Completed Services
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