Pathway: Operations > Dispatch
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In the event a work order cannot be posted, a task should be created.
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A task can be created in two ways: Option 1:  Image ModifiedSelect 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:  Image ModifiedSelect 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.
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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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| title | Work Order Discrepancy Task |
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Anytime there is a work order discrepancy, a task should be created and assigned to the Operations Manager for the division. Create a task using either of the options previously mentioned above. Discrepancy Task Requirements: Select Work Discrepancy from the Type drop down list. Select the Operations Manager for the division from the Assigned To drop down list. Enter a Note detailing what the discrepancy is.
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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 or Ready to Post status will not be billed available 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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