Delete, Close, or Remove Something
      Back to home
      1. Texada Knowledge Center
      2. FleetLogic
      3. Delete, Close, or Remove Something

      Close a Work Order in FleetLogic

      Describes how to close an internal or customer-related work order in FleetLogic.

      Type

      How to 

      Audience

      FleetLogic Counter

      Products

      FleetLogic web and mobile applications

      In This Article

      Context

      Close a work order when the work order is completed and ready to be invoiced to a customer or charged internally. 

      You can only close work orders that are in the completed status.

      The invoice posting type controls the workflow you follow to close a work order:

      Standard Invoice, Customer Damage, and Customer Repair result in the creation of a work order payment request. For cash customers, the payment must be made before the work order is closed.  For on-account customers, this step can be skipped. Internal Work Orders do not result in the creation of a work order payment request and can simply be closed.

      Note: See: “About Work Order Posting Types in FleetLogic” for more information on each posting type

      Before You Begin

      Required: Internet connection; valid FleetLogic login credentials and access permissions; existing work order in completed status; existing repair code; existing charge code; and existing payment type

      Optional: Mobile device with an Internet connection

       

      Steps

      Close a standard or customer work order

      1. In the FleetLogic menu bar, navigate to Work Order
        The list of existing work orders opens
      2. Click the work order you need to close
        The work order details page opens in the main area
      3. In the footer, click Invoice
        The Invoice pop-up opens
      4. Complete the invoice process
        The work order is closed

        Notes: 

       

      Close an internal work order

      1. In the FleetLogic menu bar, navigate to Work Orders
        The list of existing work orders opens
      2. Click the work order you need to close
        The work order details page opens in the main area
      3. Click Close
        The close pop-up opens
      4. Use the Repair Code drop-down to select the repair code that applies to the work performed on the equipment
        Note: The information in the Repair Code drop-down is created and managed in SRM
      5. Optional: Use the Charge Code drop-down to select a charge code related to the type of work performed on the equipment
      6. Click Close
        The work order details page opens

        The status of the work order is updated to Closed
        Note: See: “About Work Order Posting Types in FleetLogic” for more information about how the different types of work order invoices are posted in SRM

      Related Articles