Describes the different work order posting types in Texada Web and Texada Mobile.
Type
Conceptual
Audience
All
Products
Texada Web, Texada Mobile, SRM
Body
Set the work order posting type to determine what occurs in SRM (Systematic Rental Management) when the work order’s status is changed to Closed.
Note: You can change the work order posting type for a work order at any time, except if the ticket is in Closed status.
Use the following table to determine what posting type you should use:
|
Posting Type |
When to use |
Type of invoice created |
What occurs in SRM when the work order is closed |
|
Standard Invoice |
Any time, except for the below scenarios |
Creates a standard work order invoice |
Posts the work order to the standard Cost of Goods Sold and Revenue Account for any parts used on the work order |
|
Customer Damage |
The customer needs to pay for the servicing required on the rental equipment |
Creates a work order invoice for the servicing |
Posts the work order to the standard Cost of Goods Sold - Customer Repair and Revenue Account - Customer Repair for parts used on the work order |
|
Customer Repair |
A repair was carried out on customer-owned equipment |
Creates a work order invoice for the repairs |
Posts the work order to the Cost of Goods Sold - Customer Repair and Revenue Account - Customer Repair for parts used on the work order |
|
Internal Work Order |
A repair was carried out on your equipment while it was in your possession and will not be billed to a customer |
None |
Posts the work order to the standard Cost of Goods Sold and Revenue account for parts used on the work order Note: The item being serviced must be in SRM in one of:
|