Pathway: Operations > Dispatch - Services List
This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ from the drop down field located under the ‘To’ and ‘From’ date fields to display additional billing and posting columns.
Permissions
The permissions outlined below are relevant to not only viewing the work order information, but also modifying its charges.
| Permission ID | Permission Name |
| 88 | Dispatch |
| 334 | Add Charge Code to Work Order |
| 335 | Delete Charge Code From Work Order |
| 336 | Edit Charge Code Rate for Work Order |
Review Work Orders
When the Services List displays, select Billing from the grid-view drop down. This will display the Revenue, Recurring Rate and Posting Status fields that are relevant to reviewing and posting work orders.
From the Dispatch screen, enter the From/To Dates, Division and Line of Business, then select Load.
Select ‘Work Order Posting’ from the grid view drop down (Dispatch screen) to display the additional Posting and Billing columns.
Select the value in the ‘Pending To Post’ column (Dispatch screen) to open a route's Services List.
This count excludes work orders with a Ready to Post or Posted status.
From Services List, select the Billing view. This will display additional Posting Status and Revenue columns.
Double-click on a service location to display the Edit Service Record.
Review the Completion tab for any driver notes which may impact charges.
Review the Disposal/Ship tab to confirm disposal was completed.
Review the Charges tab to verify the charges applied are correct. If additional charges are incurred they can be applied as follows:
Select the green plus icon
Search and select the applicable charge
Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field
6. After reviewing the work order, follow your established process and procedures before updating the Posting Status.