Service Management Timberline Office 9.7

Question

Couple of questions I was hoping someone could help me in Service Management. If I enter a work order in service management as the wrong call type can I go back and fix it. For example I entered the call type as billable call and now it wont let me turn it into a quoted job?? 
 
 Also is there a way to back date invoices in the system??

Scott H. · Answer

Hi LaurenPH, 
 Excellent questions, thank you for asking! 
 The Call Type of a work order can be changed if there is nothing on the work order Register, but can only be changed to one that is the same Work Order Type (Service or Small Job). So if you have items on the register, you would need to delete those items before you could change the type. The reason for this is that Service Management creates accounting entries for register items in different ways which are partially determined by these initial decisions of Call Type and Work Order Type. 
 It is also possible to back date an invoice when you are creating it manually, but it defaults with your computer's system date and must be changed on the first screen which appears during invoicing, whether in the Work Order Billing task after you click Generate Invoices or if you right-click a work order and select Create Invoice . Automatically generated invoices which are created from Daily Processing will always create with the system date however, so make sure you plan ahead when setting up your Agreements. 
 Thank you, 
 Scott Haines

Sage Construction & Real Estate

Service Management Timberline Office 9.7

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