Work Orders Not Invoiced

This Help File Page was last Modified on 04/01/2017

<< Click to Display Table of Contents >>

Navigation:  Service Tracking System > Service Tracking Reports >

Work Orders Not Invoiced

This Help File Page was last Modified on 04/01/2017

How many Completed Work Orders do you have that have not yet been billed?

If you don't Invoice them, you'll never get paid for them.  

Few concepts relating to business are as absolutely true as this one.

 

If your Company's Technicians do not collect for Services as they complete them, there are two other opportunities to be reminded to do so.

1.As you Complete each Work Order, you will be asked to Invoice the Work Order (if the Service Options tab has the Auto Bill? box Checked).

2.Use of the Work Order Completion and Review Form, which also allows you to Invoice for those services.

 

The Work Orders Not Invoiced Report provides another avenue to see a list of Completed, but not yet Invoiced, Work Orders.

With a copy of this report in hand, create the required Invoices using:

a.The Invoice button in the Completion area at the bottom of the Work Orders Form (see the Completing a Work Order chapter)

b.The Invoices function available on the Subscribers Form's Subscriber Options Menu

c.The Work Order Completion and Review Form

 

To print the Work Orders Not Invoiced Report:

a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Work Orders Not Invoiced option, or

b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Work Orders Not Invoiced option

 

Work Orders Not Invoiced Report tabs - There are three tabs on the Work Orders Not Invoiced dialog.

Options - Initially only the Options tab is shown until you make your Options selections (see the "Making the Selections" section below) and Select Print.

 

HelpFilesWorkOrdersNotInvoicedDialog

Work Orders Not Invoiced - Options tab

 

Making the Selections:

Order By - Choose the sequencing method for listing and reporting the Work Orders that have not yet been Invoiced.

Work Order - Prints in numerical order from the oldest to the newest.

CSID - Prints in Primary CSID order (as established in Subscriber Panels).

 

Report Period - By default, the first day of the current month, up to Today are shown as the default dates.

From - Enter the starting date for this report using the Drop-Down Calendar/Date Entry field , if needed.

To - Enter the ending date for this report  using the Drop-Down Calendar/Date Entry field , if needed.

 

Charts - Using the Drop-Down Selection List provided, you may request that a Pie or Bar Chart be included as part of this report's output showing the number Work Orders that have not been Invoiced by their Service Type.

Note: If the Chart field is not present, set the ReportCharts option to T (True) in the Company Settings dialog

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Work Orders Not Invoiced report.

If there are No records matching the selected date criteria, you will be told so.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesWorkOrdersNotInvoicedPreview

Work Orders Not Invoiced  -  Preview tab

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Work Orders Not Invoiced Report.

Email - Click the Email button to open Outlook® and email this report to an address you specify.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesWorkOrdersNotInvoicedDataView

Work Orders Not Invoiced - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.