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Missing Work Orders Invoiced

Missing Work Orders Invoiced

January 8, 2021 Posted by Arika Custom Data Views (CDV), Reports, Total Office Manager No Comments
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Type: Custom Data View

Data View: Missing Work Orders Invoiced

Customer: Aptora

Public: Yes

Reports Included: No

Description: List of work orders which have been completed and no corresponding invoice/sale is attached.

Drill Down: Yes, opens work order.

Columns and data for the Missing Work Orders Invoiced Custom Data View are outlined below:

Column Name

Form

Field

Notes

Technician Assigned

Work Order : General Tab

Assigned To

 

Employee Alias

Work Order : General Tab

Assigned To

 

Customer Name

Work Order

Customer:Job

 

Customer Display Name

Work Order

Customer:Job

 

WO Date

Work Order : General Tab

Date

 

WO Number

Work Order

Work Order #

 

WO SA Item

Work Order : Additional Info Tab

Associated Service Agreement

 

WO SA Description

Work Order : Additional Info Tab

Associated Service Agreement Description

 

WO SA Number

Work Order : Additional Info Tab

Associated Service Agreement Number

 

WO SA Term Begins

Work Order : Additional Info Tab

Associated Service Agreement Term Begins

 

WO SA Term Ends

Work Order : Additional Info Tab

Associated Service Agreement Term Ends

 

Is Planned Maintenance?

Work Order : Additional Info Tab

Planned Maint.

 

SA Discount Applied?

Work Order : Items Tab

********

Indicates whether a line item for a service agreement discount has been added

WO Start Time

Work Order : General Tab

Start Time

 

WO Status

Work Order

Status

 

WO Type

Work Order : General Tab

Work Order Type

 

WO Department

Work Order : Additional Info Tab

Department

 

WO Full Department

Work Order : Additional Info Tab

Associated Department Full Name

 

WO Dept Alias

Work Order : Additional Info Tab

Associated Department Alias

 

WO Stage

Work Order : General Tab

Associated Stage

 

WO Brief Description

Work Order : General Tab

Brief Description

 

WO Detailed Description

Work Order : General Tab

Detailed Description

 

WO Private Notes

Work Order : Notes Tab

Private Notes

 

WO Technician Notes

Work Order : Notes Tab

Technician’s Notes

 

WO User Created

Work Order

WO Security Label

 

WO Date Created

Work Order

WO Security Label

 

WO User Revised

Work Order

WO Security Label

 

WO Date Revised

Work Order

WO Security Label

 

 WorkOrderID

Work Order

Table ID of Work Order

 

 EmployeeID

Work Order

Table ID of Assigned To Employee

 

 CustJobsID

Work Order

Table ID of Customer:Job

 

 DeptID

Work Order

Table ID of Department

 
Tags: CDVcustom data viewInvoice
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About Arika

Over Twenty Years Experience in Accounting & Bookkeeping Over Fifteen Years Experience with Total Office Manager Arika started at Aptora as a Technical Support Specialist, headed up the Migrations Department, and is now the Customer Success Manager. As an expert in Total Office Manager and extremely skilled bookkeeper, she is an integral part of the Technical Support Department. She used to be deathly afraid of spiders and extreme heights. Just the thought of spiders made her want to scream and run or would paralyze her. She's since conquered these fears and now names the spiders she encounters while soaring the skies to visit customers and help them excel with Aptora product usage.

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