Pathway: Operations > Dispatch
| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 1 |
|---|
| type | flat |
|---|
| separator | pipe |
|---|
|
...
| Expand |
|---|
|
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:Insert Image HERE  Image AddedSelect 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 within the Pending section of the customer’s Account. |
 |
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.
| Note |
|---|
Anything left in a Pending status will not be billed for. What about Ready to Post??? |
...
| Expand |
|---|
| title | Generate the Report: |
|---|
|
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.
|
...