Pathway: Operations > Dispatch
This process works one day behind the current day to post charges for services completed. Display additional Posting and Billing fields by selecting ‘Work Order Posting’ from the view drop down in the Dispatch screen.
Review Work Orders
Make all desired filtering 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 impact charges.
Review the Disposal/Ship tab to confirm disposal was completed.
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
6. After reviewing the work order, follow your companies process on selecting a Posting Status.