Invoicing: Difference between revisions

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(Updated from Admin v3.3.0.1)
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* Customer Code
* Customer Code
* Invoiced (from a drop-down list).
* Invoiced (from a drop-down list).
Once the criteria is entered, click the '''Search''' button - the screen will display a table of matching data.


[[File:EPOD-Invoicing1.PNG|600px|border]]
[[File:EPOD-Invoicing1.PNG|600px|border]]


Once the criteria is entered, click the '''Search''' button - the screen will display a grid of matching data.
The details displayed are:
* Load
* Job ID - an internal generated reference for this job
* Service - the Service ID, or Service Item ID.
* Group - The job group
* Job Code - the main reference for this job
* Registration
* VIN
* SIM
* Customer - the customer - a link is provided to view the customer details in the [[Customers]] screen.


[[File:EPOD-Invoicing2.PNG|600px|border]]
To mark Jobs as Invoiced or not, click the check-box associated to the jobs to be changed. There is no need to save - changes are saved automatically.
 
To mark Jobs as Invoiced or not, click the Check-box associated to the jobs to be changed. When finished, click the provided '''Save''' button to reflect your changes.


[[Category:UG 291094 EPOD Admin User Guide|200_350]]
[[Category:UG 291094 EPOD Admin User Guide|200_350]]

Revision as of 10:20, 14 July 2016

This screen allows the users to tag jobs as being invoiced.


When the screen starts, you will be prompted to enter searching criteria from:

  • Load ID
  • Job ID
  • Service ID
  • Job Group
  • Job Code
  • Service Type
  • Reg Number
  • VIN Number
  • SIM Number
  • Customer Code
  • Invoiced (from a drop-down list).

Once the criteria is entered, click the Search button - the screen will display a table of matching data.

File:EPOD-Invoicing1.PNG

The details displayed are:

  • Load
  • Job ID - an internal generated reference for this job
  • Service - the Service ID, or Service Item ID.
  • Group - The job group
  • Job Code - the main reference for this job
  • Registration
  • VIN
  • SIM
  • Customer - the customer - a link is provided to view the customer details in the Customers screen.

To mark Jobs as Invoiced or not, click the check-box associated to the jobs to be changed. There is no need to save - changes are saved automatically.