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Pathway: Operations > Dispatch

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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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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.

Note

Anything left in a Pending or Ready to Post status will not be available for an invoice.

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titleGenerate the Report:

All fields with an asterisk are required.

  1. Select the Bill Group.

  2. Select the Line of Business.

  3. Enter dates into the From and To Date fields. If it is for same day, enter the dates the same.

  4. Select Run Report.

Work orders that are Pending must be reviewed. That process is outlined in the Review and Post Work Orders section at the top of this article.

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titleUnderstand the Report
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  • Scroll to the right to view the Posting Status Column.

    • Optional: Select the Posting Status column header to sort.

  • Review the column for anything still Pending.

    • Anything that is not in a Posted, Posting Status will not bill.

Note