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Pathway: Operations > Dispatch

Notes

  • They always work a day behind.

  • View: Change from Standard to Work Order Posting

  • They will also select the value in the scheduled column for a route

  • When the Services List displays the view drop down list should also be changed from Standard to Billing.

  • 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.

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