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What is a work order?
A work order is a special type of job. This job can only be seen within the Work Order Billing module. Every work item on a work order is a phase on this special type of job. The JC categories assigned are the categories associated with the five expense allocation codes entered on the Work Order Billing’s Control screen are automatically assigned to the work item phase.
Can Work Order Billing and Preventive Maintenance work orders both exist at the same time?
Yes they can, it is recommended though that the masks for the different types also be different, otherwise it will be very difficult when using W lines to tell the two types apart.
How do I cancel/void a billing?
The easiest and recommended way billings via Work Order Billings can be voided is by entering a negative billing amount and re-billing. This means that you will be producing a negative invoice. The procedure is:
Change the billing state on the work order to "Open" if it is already closed.
Change the billing state on the work item(s) to be "Submitted for Final Billing".
Enter and post the negative billing amounts required.
Prepare and post the bill.
Can a work order be billed more than once?
Yes it can as long as the billing state of the work order is not "Closed" and the billing state of related work items is not "Closed" or "Not Yet Ready to Bill". If it is known in advance that there may be multiple billings on a work item – set the work item billing state to "Submitted for Billing" and it will continue to be billed as long as there are transactions to be billed.
Where can I see work order transactions?
Work order transactions can be seen via the Transaction Query available on the Query menu. This query screen shows any posted transactions against the work order – including committed costs, costs, and billing transactions.
Can a Work Order Billing invoice be posted with tax amounts calculated?
Yes, the tax codes default into a work order header from customer maintenance during work order entry, which may be overridden as required. Maximum of three tax codes may be defined. These taxes are applied when an invoice is generated and the billed amount that includes tax amount is posted upon invoice posting.