Pathway: Operations > DispatchThe billing process uses tools and features available within the Dispatch tool.
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This process works one day behind the current day to post charges for services |
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Review Work Orders
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| title | Review and Post Completed Work Orders |
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Review Work Orders
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Review the Services List Editor
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Review the Services List editor from the Billing view to identify the Posting Status of each Work Order.
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Filtering Options
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Enter dates into the From and To date fields. If this is for a single day, enter the same date into both fields.
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Select a Division to filter results on.
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Select the Line of Business.
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Select Load.
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Select Work Order Posting from the drop down immediately below the From and To fields to view what has not been posted.
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Posting Completed Services
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1. Select the numeric value from the Scheduled 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.
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completed. Select ‘Work Order Posting’ from the drop down field located under the ‘To’ and ‘From’ date fields to display additional billing and posting columns. |
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Review Work Orders
When the Services List displays, select Billing from the drop down
Make all desired filter option selections and select Load.
Select ‘Work Order Posting’ from the grid view drop down in the Dispatch screen to display the additional Posting and Billing columns.
Select the value in the ‘Pending To Post’ column from the Dispatch screen to open the Services List for a route.
Only work orders not marked as Ready to Post or Posted are included in this total.
From the Services List: Select to display services in the ‘Billing’ view. This will display additional Posting Status and Revenue columns.
Double-click on a service location to display the Edit Service Record.
Review the Details tab for any driver notes which may
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impact charges.
Review the
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Disposal/Ship tab
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to confirm
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disposal was
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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.
Review the Details tab for any driver notes
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completed.
4. Select Posted from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed.
Review the Charges tab to verify the charges applied are correct. If additional charges are incurred they can be applied as follows:
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
