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Page History: Transfer To Billing

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Page Revision: Wed, 24 Sep 2008 15:51


Transfer Time/Materials/Equipment



This screen is used to transer and lock the time, material, and equipment entries posted to work orders. Locking a time entry makes it uneditable so that it may be billed/invoiced.



Select the date you wish to process through and click the Image button.



Click the Image button to select ALL organizations listed.





Click the Image button to select NONE of the organizations listed.



Once you have selected the customers you wish to bill, click the button.



Check the Load Locked Only box if you want to transfer only the service orders that are locked. Service orders are locked by clicking the LOCK button on the Time Entry Screen.



A pop-up screen will be displayed when the transfer is complete.



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