Invoicing: Difference between revisions
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(Updated from Admin v3.3.0.1) |
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This screen allows | This screen allows you to tag jobs as being invoiced. | ||
{{Note}} This screen doesn't invoice or create invoice reports - it is there simply to allow you some admin control over your own invoicing processes. | |||
When the screen starts, you will be prompted to enter searching criteria from: | When the screen starts, you will be prompted to enter searching criteria from: | ||
* Load ID | * ''Load ID''. | ||
* Job ID | * ''Job ID''. | ||
* Service ID | * ''Service ID''. | ||
* Job Group | * ''Job Group''. | ||
* Job Code | * ''Job Code''. | ||
* Service Type | * ''Service Type''. | ||
* Reg Number | * ''Reg Number''. | ||
* VIN Number | * ''VIN Number''. | ||
* SIM Number | * ''SIM Number''. | ||
* Customer Code | * ''Customer Code''. | ||
* Invoiced | * ''Invoiced'' - selected from a drop-down list. | ||
Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion. | |||
[[File:EPOD-ServiceInvoicing1.PNG|900px|border]] | |||
To mark Jobs as Invoiced or not, click the check-box associated to the | The results table will display the following columns: | ||
* ''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, displayed as a link. You can click this link to view the customer details in the [[Customers]] screen. | |||
To mark Jobs as Invoiced or not, you can click the check-box associated to the job(s). There is no need to save - the screen saves changes automatically. | |||
[[Category:UG 291094 EPOD Admin User Guide|200_350]] | [[Category:UG 291094 EPOD Admin User Guide|200_350]] | ||
Latest revision as of 12:02, 4 March 2020
This screen allows you to tag jobs as being invoiced.
Note: This screen doesn't invoice or create invoice reports - it is there simply to allow you some admin control over your own invoicing processes.
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 - selected from a drop-down list.
Once you have entered the criteria, click Search. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.
The results table will display the following columns:
- 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, displayed as a link. You can click this link to view the customer details in the Customers screen.
To mark Jobs as Invoiced or not, you can click the check-box associated to the job(s). There is no need to save - the screen saves changes automatically.
