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Pathway: Operations > Dispatch

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Note

The processes detailed in this article apply only to This article details the Billing process for Approved Storage.

The billing process uses tools and features available within the Dispatch tool. This process works one day behind the current day to post charges for services complete.

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Expand
titleWork Order Discrepancy Task

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.

    • It is recommended best practice to add any additional followup communications by selecting the green plus icon.

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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