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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

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