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Service Printing

Service Printing​

Purpose: Service printing gives the user several options when it comes to printing out either a single or multiple Work Orders or Estimates.

From the menu select Service, Printing, Service Printing.

1 Main​

--Service Printing--​

  • Work Order/Estimate- Using the arrow to the right of the field, select whether you want to print a Work Order or Estimate.
  • Work Order Number- Enter a Work Order Number or leave the prompt blank to print ALL Work Orders. If you don’t know the work order number, type in the customer’s last name preceded by a backslash "" to access a cross-reference list.
  • Work Order List Name- Enter a pre-defined Work Order List Name or bypass this prompt.
  • Status- Select whether you want to print just Open work orders, Closed Work Orders or both Open and Closed (All).
  • Work to Print- Select the work you want to print either by Date, Billed, Unbilled, Last Billed, Invoice or All.
  • Date- The system will look at all work orders with a creation date equal to this date.
  • Billed- Billed refers to ALL work which has already been billed to the customer (i.e. the Work Order Billing process has been run).
  • Unbilled- Unbilled refers to work, which has been added to the Work Order, but not yet billed to the customer.
  • Last Billed- Last billed refers to the work that was billed during the last billing process (not ALL work).
  • Invoice- Gives you the ability to Re-Print an Invoice that has already been billed.
  • All- The system will print all the operations and charges on a work order.
  • Date Type- Select whether you want to use the Creation date on the work order or Last Billed date for printing.
  • If you print an invoice for a Work Order using the Creation Date, all charges entered on the Work Order will appear on the invoice. An invoice printed using the Last Billed Date will only include charges billed on this date.
  • The Last Billed Date option is useful for users who progress bill Work Orders.
  • Starting Date- Select whether you want to look at ALL dates or a specific date or date range. For a date range or one day, enter the beginning date here.
  • Ending Date-. Enter the end date for a date range or enter the same date as the starting date for the one-day. This field will be grayed out unless a date is entered in the Starting Date field.
  • If the starting date entered is less than the current date, the default ending date will be the current date. If the starting date is greater than or equal to today, the ending date will default to the starting date.
  • Group Description to Consolidate- If you have set up group descriptions in the Opcode Overrides section of Work Order Operations Maintenance, and want to print out the operations in a group, select which group you want to print. Your options are group 1,2 or 3 or NONE.
  • Work Order Print Layout- If you have set up your default Print Layouts in Service Parameters, then your print layout will default. The default layout can be changed. Either type in a new work order layout id or press F6 or List F6 from the Command Panel for a listing of Work Order Layouts.
  • Location Code or Leave Blank for ALL- If you are set up with Multiple Locations and only want to print a work order from a specific location, enter the location code. Otherwise, leave this field blank. If you have entered a specific work order to print in the Work Order Number field, this field cannot be maintained.
  • Print New Operations Only- If this work order has already been billed out and you only want to print out the new operations and their charges since the last billing, check this box. For example, if you are progress billing and only want to see the new operations added to the work order and their detail.
  • Print Charge less Operations- If this box were checked, then those operations with $00.00 would still print on the work order. Otherwise, if there are no charges on the operation, the operation will not print.
  • Consolidate Like Parts- If this box were checked, then all like parts would show up once on the work order with a quantity equal to the total number of those items on the entire work order.

2 Operations​

--Operations Sort Order--​

  • The Operations Sort Order allows you to select how you want the information to print on your work order.
  • Using the Available List, highlight the Sort Options you want to sort by and press the right arrow button to move it over to the Selected List.

--Operation Print Control--​

  • Use the Operation Print Controller to select the Operations you want to print on the work order. You might use this option if you want to separate operations to print on a work order. For example, on a Warranty work order, you want to separate the Warranty jobs from the Retail jobs.