Why is it that you cannot add work completed to an invoice without marking the order complete pretending to print the invoice and then exit the screen and then go to wip and then make the date completed. This process is way too long.
In the anticipated flow, several things happen at once.
When an RO is converted to Invoice, the parts are confirmed and subtracted from inventory, the work is now considered complete. Thus, Work Completed becomes visible. When posted and marked as printed, the Completion Time/Date field is populated automatically at this time.
Tim McDonnell - National Training Mgr / Forum Moderator / Mitchell 1 Training Media Developer
wow, that sounds more difficult than it was meant to be, try this...... _______________________________________________________________ setup shop data screen view mark all RO's approved/printed checked off done _______________________________________________________________
now open a new ro and see if you get the desired results.
I also want to add.... Make sure you post the order when the vehicle leaves, paid or not. Once it is posted you can run Balance Due Statements dbl vue 9 and have statements to send out. When payment comes in, hit F5 (batch payment) post the payment.
This way, an invoice that was done in june is not left open in work in progress until august.
It is so much easier on the eyes to only see the vehicles currently in the shop or scheduled to be there on the wip screen.
thx for the reply, i already had the ro checked off in the shop data under screen view. It doesn't allow for the work completed date on the invoice unless you do the steps i mentioned. i would say 60% of our customers are on account so what we do is print the invoice and send it to our A/R dept and then the bill is sent through the mail. the customers that are not on account sometimes come back 2 days later to pick up their truck however the work was completed the same day. I dont print the invoice for non-account customers unless they pay.