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 work order to display the Services Record editor.

• Review the Details tab for any driver notes which may alert of additional charges

• 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.

Posting Exceptions

1. Select the numeric value from the Exceptions 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 work order to display the Services Record editor.

• Review the Details tab for any driver notes

4. 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

5. Select ‘Posted’ from the Posting Status if no other follow up is needed.