Work Orders Not Invoiced

□	How many Completed Work Orders do you have that have not yet been billed?

•	If you don't Invoice them, you'll never get paid for them.

•	Few concepts relating to business are as absolutely true as this one.

□	If your Technicians do not collect for Services as they complete them, there are two other opportunities to be reminded to do so.

1.	As you Complete the Service Request, you will be asked to Invoice the Work Order (if the Service Options tab has the Auto Bill? box Checked).

2.	Use of the Work Order Completion and Review Form, which also allows you to Invoice for those services.

•	The Work Orders Not Invoiced Report provides another avenue to see a list of Completed, but not yet Billed, Service Requests.

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Once you print this report, use the Sales function available on the Subscribers Form's Receivable Quick Access menu, the Work Order Completion and Review Form available within the Maintenance menu's Service Tracking Items sub-menu, or the Invoice button in the Completion area at the bottom of the Service Request Form (see Completing a Service Request) to create the required Invoices.

•	The Work Orders Not Invoiced Report is located on the Main Menu's Reports menu.

▪	Choose the Service Tracking sub-menu and then Select Work Orders Not Invoiced.

□	Work Orders Not Invoiced Report tabs - There are three tabs on the Work Orders Not Invoiced dialog.

•	Options - Initially only the Options tab is shown until you make your Options selections (see the "Making the Selections" section below) and Select Print.

HelpFilesWorkOrdersNotInvoicedDialog

Work Orders Not Invoiced - Options

□	Making the Selections:

•	Order By - Choose the sequencing method for listing and reporting the Work Orders that have not yet been billed.

•	Work Order - Prints in numerical order from the oldest to the newest.

•	CSID - Prints in Primary CSID order (as established in Subscriber Panels).

•	Report Period - By default, the first day of the current month, up to Today are shown as the default dates.

•	From - Enter the starting date for this report using the Drop-Down Date Selection Box , if needed.

•	To - Enter the ending date for this report using the Drop-Down Date Selection Box , if needed.

•	Charts - Using the Drop-Down Selection List provided, you may request that a Pie or Bar Chart be included as part of this report's output showing the number Work Orders that have not been Invoiced by their Service Type.

►	Note: If the Chart field is not present, have Technical Support set the ReportCharts field to T (true) in the dba.CompanySettings table.

•	Print - Click the Print button to Preview and optionally Print (to a File or a Printer) this Work Orders Not Invoiced report.

•	If there are No records matching the selected date criteria, you will be told so.

□	Preview - The Preview tab presents the report which resulted from the Options you've selected.

•	Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.

•	Page Up/Page Down - Moves the report to the previous or next page, respectively.

HelpFilesWorkOrdersNotInvoicedPreview

Work Orders Not Invoiced - Preview tab

•	Home - - Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

•	End - - Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

•	Arrows - The arrows allow you to move back and forth, from page to page.

•	Number - Indicates the page number you are viewing.

•	You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

•	If you enter an invalid page number, it will be ignored.

•	Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

•	Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

•	Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

•	Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

•	When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

•	You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want.

•	Print - Click the Print button to Print (to a File or a Printer) the displayed Work Orders Not Invoiced Report.

•	Email - Click the Email button to open Outlook® and email this report to an address you specify.

HelpFilesWorkOrdersNotInvoiced

Work Orders Not Invoiced sample report showing Pie Chart choice

□	Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

HelpFilesWorkOrdersNotInvoicedDataView

Work Orders Not Invoiced - Data View tab

•	Arrows - Click the arrows to move through the record.

•	Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

•	Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

•	Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

•	Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

•	Exit the Form by Clicking the Close button x on the right at the top of the Form.