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Service

Introduction to Work in Progress (WIP)

The Work in Progress (WIP) screen displays:

• Parts that have been issued or
• Third Party Services that have been received

but have not yet been invoiced.

If these items are non billable, the work order, call or project will not have been closed yet.

Return Requests can be raised for Internal Assets to return the item to the Asset warehouse.

Ribbon Access:  Service   >   WIP

1. The Work in Progress for all work orders listing screen will be displayed.
   • The screen displays;
     • stock or
     • internal assets that have been issued, as well as
     • Third Party Services that have been received.
   • If the items/services are billable, then it is an indication that they have not yet been invoiced.
   • If the items are non billable, then it is an indication that the linked work order, call or project has not yet been closed.

WIP Data Grid

2. In the Doc No column,
3. a part WIP record is displayed as a document number, for example SI00001000
4. and a service WIP record is displayed as SERVICE.

Processing Action Buttons

From this screen, you can:

• Return an item or service using the Return button.
• Invoice a work order using the Invoice WO button.
• Invoice a call using the Invoice Call button.
• Invoice a project using the Invoice Project button.

Export

1. You can choose to export a list of all the Work in Progress records,
2. or a selected list, by refining the list by filtering the data grid using the filter row.
3. Click on Export.

4. The list of Work in Progress records will display be exported to an Excel spreadsheet.
5. Make the necessary changes to the spreadsheet, save and print from Excel, as required.
6. Close the screen to return to the Work In Progress for all work orders screen.