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
- In the FleetLogic menu bar, navigate to Work Order
The list of existing work orders opens - Click the work order you need to close
The work order details page opens in the main area - In the footer, click Invoice
The Invoice pop-up opens - Complete the invoice process
The work order is closed
Notes:- See: “Pay a Work Order Invoice in FleetLogic” for more information on how to complete the invoice process
- See: “About Work Order Posting Types in FleetLogic” for more information about how the different types of work order invoices are posted in SRM
Close an internal work order
- In the FleetLogic menu bar, navigate to Work Orders
The list of existing work orders opens - Click the work order you need to close
The work order details page opens in the main area - Click Close
The close pop-up opens - 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 - Optional: Use the Charge Code drop-down to select a charge code related to the type of work performed on the equipment
- 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