Close Work Orders Automatically After Invoicing
OBJECTIVE
A new function named Close “Final Approved” work orders when invoicing from “Invoice Preparation” has been added to the Configuration section of W/O Billing so that work orders with final approval status are closed automatically.
If the box is checked in Configuration, the system closes work orders that have the Final Approval status and no longer have untransferred transactions or transactions to be invoiced after running Invoice Preparation (W/O).
PREREQUISITE
Steps
Configuration
|
maestro* > Invoicing > Maintenance > Invoicing > Configuration |
To automatically close work orders with Final Approval status during invoicing:
- In the W/O Billing section, check the Close “Final Approval” work orders when invoicing from “Invoice Preparation” field.
- Click Save.
Invoice Preparation (W/O)
If the configuration is checked, the system will enter a Closed status for work orders that no longer have pending transactions when work orders are sent to sales after invoice preparation.
All other work orders that do not have the Final Approval status will not be affected.
Work Orders
If the configuration is not activated, the system does not change the status of work orders and the user must close them as before.
See also