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]] | ||
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. | |||
To mark Jobs as Invoiced or not, click the | |||
[[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.
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.