Step VI: Create a New Work Order

The next step in the process of setting up customer invoicing and billing accounts is to create a new work order for a customer that is associated with the Billing Account and Customer Price List created in the steps above.

1. Beginning from the Customer Details screen discussed in Step V, "Associate a Customer with the New Billing Account and Customer Price List," click the Service Request button in the top menu bar.

A New Work Order screen appears, with the customer details pre-populated into the relevant fields.

2. In the Work Description section, select the Item Asset and Task you want to include in the work order.
3. (Optional) In the Assignment and Scheduling section, change the priority of the work order if the default priority is not acceptable.
4. (Optional) In the same section, change the Assigned To field if the default person is not who you want to use.
5. (Optional) Enter a scheduled start date, duration, and due by date.
6. Click the Save button in the top menu bar and select Save from the drop-down menu that appears.
7. When the screen refreshes, in the Financial section, set the Billing Rule that you want to associate with the work order.
8. Click the Save button in the top menu bar again and select Save from the drop-down menu again.
9. After the Assigned To person marks the Work Order as Complete, review the details of the work performed and click Complete in the top menu bar.
10. Click the Link/Copy to Invoice button in the Financial section of the work order.