This utility can be used to reverse a Work Order and the
associated W.O. Invoice by first creating a Credit Work Order with
negative values to match each of the original Work Order
details.
When this Credit W.O. is billed it creates a Credit W.O. Invoice
that reverses the W.O. Invoice associated with the original
W.O.
Creating the Credit W.O. Invoice means the Customer billing is
credited and parts used are returned to stock when the negative
quantities are issued.
This is useful to correct a W.O. Invoice when there are incorrect parts, quantities, customer, comments, costs, prices, labour, dates, etc because once a Work Order is converted to a W.O. Invoice, the W.O. is moved to history and the W.O. invoice cannot be changed.
To complete the correction after crediting the W.O. Invoice, a new copy of the original Work Order can be generated using the Clone Work Order tool, and the modifications can be made.
The prompts to credit a W.O. are:
A warning is generated if the original W.O. has already been
credited before but another credit is allowed.
If a Credit W.O. itself is credited again, the resulting reversed
W.O. will have positive values.
Note: For WIP progress billing Work Orders, a warning is triggered and only the last invoice's lines will be credited.
Deposit:
If a Deposit was used on the billing of the original invoice, a
warning is triggered that the Deposit amount refund can be manually
added to the resulting Credit Work Order if required.
The ability to over-type the document number is controlled by
the "Allow Custom Document#" flag for the document type WOWH
defined in Last Used Transactions.
A warning is generated if the number has already been used or if
the number is greater than 9 characters.
Date Range Control:
If the operator does not have date range override permission, the
date must be within the allowed date range defined for WOWH in
Date Range Control.
If the date of the original existing Work Order is outside the date
range for WOWH in Date Range Control then
the closest allowed date in the range becomes the default 'Date
Required'.
Note: The date range control does not apply to the Labour and Parts details dates and they will reflect the source W.O. dates but can be updated if required in the new W.O.
If the Credit W.O. is to be created, the following prompts apply:
If the equipment already carries a 'Reserved' status, a
warning is first triggered.
e.g. currently On Contract, or On Delivery
The current configurable status code for this product is then
displayed.
e.g. Available for Rent
A new code can be entered for this product while it is being
serviced, or selected from the valid codes in the Product Status Codes Search window.
Only configurable codes having the same depreciation permission
flag as the current code, are valid for this product.
The corresponding warning message for this status code will then be
displayed if an operator attempts to put the product out on a
contract, until the status is changed back when the W.O. is closed
and it is ready to rent again.
Any change to the Product Status Code is tracked in Status Code Change History for WOWH01.
When the W.O. is completed and closed, the operator will be prompted again to update the product status code.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |