Auditing Service Orders for Invoicing & Posting Invoices for Accounts Receivable
The following tutorial example assumes the following conditions:
| 1. | Orders that have been completed, but are waiting on the final paperwork have been given a STATUS of Work Performed, which have View Level of 50; |
| 2. | Orders that have been completed and final paperwork has been turned-in, plus the necessary data-entry has been done have been given a STATUS of Complete, which have a View Level of 60; |
| 3. | Orders that have been reviewed and audited are assigned a STATUS of Ready to audit/bill, which have a View Level of 70; |
| 4. | Orders that have been Billed/Invoiced audited are assigned a STATUS of Post to Accounting, which have a View Level of 80; |
| 5. | Orders that should be retained or transferred the Customer History Log file are assigned a STATUS of Zip & Archive in Log, which have a View Level of 90; |
| 6. | Orders that should be deleted from the database are assigned STATUS of Delete From Logs, which have a View Level of 99. |
SWORD Service Orders can be easily updated from the Audit Billing Module, which can be found under the FILE menu option.
The Audit Billing Module which allows a Supervisor or System Manager to view all Service Orders, regardless of the View Level or Service Order Status.
Using the above assumptions for Completing, Auditing and Invoicing, View the Service Orders between 70 & 70. Therefore, only the orders that are Ready to audit/bill shall appear in the Browse Table below:
Special Commerce Agent (SCA)