Pathway: Operations > Dispatch
The billing process uses tools and features available within in the Dispatch tool. This process works one day behind the current day to post charges for services complete.
Review Work Orders
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| title | Review and Post Completed Work Orders |
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Review Work Orders
Review the Services List Editor
Review the Services List editor from the Billing view to identify the Posting Status of each Work Order.
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.
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 Display additional work order posting and billing fields by selecting ‘Work Order Posting’ from the view drop down in the Dispatch screen....
Make all filtering option selections and select Load.
Select the value from the Scheduled, Serviced or Exceptions columns to display the Services List. Only locations matching the selected status column will display.
Select the ‘Billing’ view from the Services List drop down to display additional Posting Status and Revenue columns.
Double-click on a location’s work order to display the Services Record editor.
Review the Details tab for any driver notes which may alert of additional charges
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Review the Changes tab and confirm the weight was taken.
4. Select Posted from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed.
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If the weight is not taken the work order cannot be posted. |
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Posting Exceptions
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Select the numeric value from the Exceptions column for a route to display the Services List.
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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.
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Select the Charges tab. Apply any additional charges incurred (if necessary). To apply a charge:
Select the green plus icon
Search and select the applicable charge
Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field
NOTE: If there is a value in Work Order Minimum, no additional charges apply
