Counter Menu -> Miscellaneous Invoices -> re-accessing a Current W.O. Invoice in Change mode -> REVERSE button option -> Reverse Work Order Invoices
An Invoice generated from a Work Order can not be changed as the
information must remain identical to the source Work Order.
If changes are required, do not delete the invoice.
This utility can be used to re-instate the Work Order and restore
any Deposit if the W.O. Invoice is still in Current status and not
yet posted through Daily Close 1.
The W.O. Invoice document is not actually deleted but its charges
are deleted so it becomes a zero dollar invoice and can be deleted
manually if required.
Make the required changes to the original Work
Order and generate the invoice again.
When WIP Work Orders are reversed, the W.O. is re-opened but the invoices are not reversed nor is any Deposit used re-instated.
Note: If a Work Order fail occurred when converting the W.O. to an Invoice, this reverse tool does not apply so instead use the Remove Invoice Number tool to reset the Invoice number and then re-close the W.O. to create a new invoice.
The prompts to reverse a W.O. are:
The information from the Work Order header displays on the screen.
Current Work Orders cannot be reversed as there is no invoice
yet.
A Work Order in History cannot be reversed if the invoice
previously generated has been deleted.
A Work Order in History can only be reversed if the invoice is
unposted and is still in Current status.
If a product number has been entered on another W.O. in the
Make/Model field and that W.O. has not yet been closed, a
window opens displaying the outstanding W.O.#s and the customer
names.
A flag in the Company Estimate and W.O.
Parameters can be set to prevent a new W.O. from being created
for a Non-Bulk product if an open Work Order already exists.
This also prevents a W.O. invoice from being reversed if the
Non-Bulk product is being serviced on another open W.O.
If your firm requires the "Work Order in Progress Billing" feature contact Texada Client Services to activate it from the controlled Custom Function Parameters.
The current status code for this product displays.
Type in the new code for this product now that service is
completed, or select from the valid codes in the Product Status Code Search.
Only status codes having the same "Allow Depreciation" flag can be
re-assigned.
Enter a reason code for the change in the product status
code.
Reason codes are setup in Override Reason
Codes . A record will be written to the over-ride file that
will be included in Print Override
Report.
For more information on this security feature refer to Override Security Overview.
When a Work Order is reversed from a current invoice, the Repair
transaction is deleted, the Maintenance Schedule is updated and the
Work Order is moved back to current.
The original W.O Invoice is not deleted but becomes a zero dollar
invoice and a Comment is added to the Invoice, noting that the
invoice was reversed, the date and the operator code.
When a Work Order is reversed a deletion record is generated to
track the zeroed out W.O. invoice.
These can be viewed in Delete Log under
function name WOHH05A.
The operator code, the deleted W.O. invoice number, and the date of
the deletion, are tracked.
No delete log message is written for a WIP Invoice as its billing
is not changed.
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