Pathway: Operations > Dispatch
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The billing process uses tools and features in available within the Dispatch tool. This process works minimally one day behind the current day to post charges for services renderedcomplete.
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Review and Post
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Work Orders
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| title | Review and Post Completed Work Orders |
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Review and Post Completed Work Orders Operations > Dispatch |
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Review the Services List Editor | Review the Services List editor from the Billing view to identify the Posting Status of each Work Order.  Image Added | 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. |  Image Added | Select a Division to filter results on. | Select the Line of Business. | Select Load. | If Select Work Order Posting from the | View drop down | field is displaying Dispatch, click on the drop down and select Work Order Postingimmediately 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. |  Image Added | 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. 4. Select Posted from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed. |  Image Added| Note |
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If the weight is not taken the work order cannot be posted. |
| Posting Exceptions | Select the numeric value from the Exceptions column for a route to display the Services List.
|  Image Added | 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. |  Image Added | 4. Select the Charges tab. If an additional charge applies to the exception apply it hereApply any additional charges incurred (if necessary). To apply a charge: Select the green plus icon Search and select an the applicable charge. Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field
|  Image Added | 5. Select ‘Posted’ from the Posting Status if no other follow up is needed. |
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Notes
Posting Completed Services
Double-click on the work order to display the Services Record editor
Check for notes from driver such as additional charges that should be added
On the Charges tab they are making sure a weight is there
If everything looks good they are going to change the Ready to Post to Posted
Close the window to display the Services List editor and the POsting Status will show Posted and there will be a value in the Revenue column for the Work Order.
If labels were created but a weight was not taken you will not be able to Post until it has been weighed
Using the Hyperlink to verify the costs being charged to the customer.
From the Services List editor, select the name of the customer to view their account information.
Expand the Active Services List to view the charges
Click the back icon to be brought back to the Services List
Posting Exceptions
From the Services List editor, double click on the work order to view the Service Record editor
Review the Details tab for any notes
Select the Charges tab and if a charge should be applied then:
Select the green plus icon
Search and select the charge that applies
Enter a quantity value in the Gross Qty field. This will update the Charge Qty field
If there is a work order minimum, they may not need to apply additional charges
Work Orders That Can’t Be Completed
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Quickly navigate to an account from the Services List to reference account details such as charge rates for Active Services.  Image AddedNavigate from Services List to Account: Select the name of the Location from the Services List (underlined indicates this is a hyperlink).
Return to Services List from Account: Return to the Services List from the Account screen by selecting the Back icon that displays above the account’s left panel toolbar.
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Work Orders Unable to Post
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 AddedSelect 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 AddedSelect 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. 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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