Work Order Invoices
Use this function to maintain your Work Order invoice information from the repair vendors.
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To maintain a Work Order invoice from a repair vendor, select the Work Order Invoicing option from the Work Order Options menu.
Figure 19-36 Work Order Options Menu - Work Order Receiving
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The system prompts for the invoicing location. Enter the search criteria to find the location and select Process to continue.
Figure 19-37 Invoicing Location Search Form
Note:
To see a list of all service locations, leave the fields blank and press Enter.
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If more than one service location matches the search criteria you entered, the system displays a list of service locations. Use the up and down arrow keys to select a service location from the list and select Process to continue.
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Enter the required information as found on the invoice from the service vendor and select Process to continue.
Figure 19-38 Invoice Information Entry Form
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The system prompts you to select Work Order accounts for this invoice. Select the account(s) from the list and press Enter to continue.
Figure 19-39 Work Order Accounts
Note:
You may select multiple accounts. Use the up and down arrow keys to navigate through the list and press the spacebar on each account you want to select.
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The system prompts for the cost of each Work Order on this invoice. Enter the information for each General Ledger # (or other information determined by your store's policy) and select Save Invoice to save the data.
Figure 19-40 Work Order Cost Screen
The system displays a running total at the bottom of the screen as you enter the costs for each Work Order.
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To add a fee, select Add Misc Fee.
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The system verifies that the amounts you entered match the amount due for this invoice:
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If the amounts do not match, the system displays a message indicating the amounts do not balance and you must re-enter the invoice Work Order costs. Press Enter to acknowledge the prompt.
Figure 19-41 Amount Due Out of Balance Message
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When the Work Order account amounts you entered match the invoice amount, the system displays a prompt indicating the invoice data has been saved. Press Enter to acknowledge the prompt.
Figure 19-42 Invoice Information Saved Prompt
The system prints an invoice report for your records.
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Viewing Work Order Invoice History
Use this function to view information about completed Work Order invoices.
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To view Work Order invoice history, select the Work Order Invoice History option from the Work Order Options menu.
Figure 19-43 Work Order Options Menu - Work Order Invoice History Option
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The system prompts for the invoicing location. Enter the search criteria to find the location and select Process to continue.
Figure 19-44 Invoicing Location Search Form
Note:
To see a list of all service locations, leave the fields blank and press Enter.
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If more than one service location matches the search criteria you entered, the system displays a list of service locations. Use the up and down arrow keys to select a service location from the list and select Process to continue.
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Select the invoice you want to view for the selected service location and press Enter to continue.
Figure 19-45 Service Location Invoices
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The system displays the invoice detail:
Figure 19-46 Invoice Line Detail
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Press Enter to close the invoice detail form and return to the Work Order Options Menu.
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Select Print Invoice to print the invoice on the report printer.
Figure 19-47 Printed Invoice Example
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