The generated work orders contain all the details of the agreement, for example. B price list, type of work order, type of incident, customer asset, etc. Any agreement may have one or more billing establishments. I think you can imagine that they operate in a very similar way to that of a booking establishment. But instead of generating a mission, they generate invoices. Like the booking system after verifying the billing installation with the Ribbon Recurranz button to define when and how often the invoice should be generated. After the execution of an employment contract by a field technician and concluded by a manager, an invoice is issued for the work completed as part of the normal invoicing process of the work order. This applies whether or not a mission is part of an agreement. You can find more information about the lifecycle and status of tasks. In the Billing Products section, add the products that you want to invoice the customer on a regular basis. The price of the products invoiced results from the price list on the contract.
You also have the option to manually generate work orders for each booking date. This is the case when you set auto Generate Work Orders to No or for single cases in which you need to generate a work order earlier as defined. The contract data set defines customer information such as billing account, start and end date, price list, etc. The duration is calculated automatically based on the start and end date. All agreements will start with the status of the “Estimate” system and move to “Active” once the agreement is in place. On the Other tab, you can enter more details, for example.B. For example, if you schedule the monthly maintenance on the 8th of each month and set the flexibility at 7 days before and after booking, work orders can be scheduled between the 1st and 15th of each month. Booking data generate X months in advance: Agreement booking data helps organizations plan maintenance work.
However, if an agreement spans a long period of time, you may not want to generate all the booking data at once, but X months in advance. The default value is 12 months….