1. PTI display screen:
The listed clients and their billable workorders will no longer display in the list as they have now been invoiced
2. In the PeachTree invoice:
Workorder header descriptive text (if applicable) is placed before any charges
Billable items for that service workorder are than listed
•Parts are listed first, than Service, than Travel, than Expenses, Loans and Outside Service charges.
•If multiple workorder items with the same parts or labor etc, all billable items are billed out individually - for example, if billed out the same labor rate in multiple workorder items in the same workorder, each billable amount per labor item is listed separately
•Additional Descriptive Text set in PTI is than listed for that service workorder (if set to use Descriptive Text) via the Customer Note field
•If multiple workorders billed on the same invoice, than the next workorder billable information is listed starting with workorder header descriptive text if applicable and so on as above - do note that as the Customer Note field is limited in the number of characters, if the descriptive text is more than the characters allowed, than the descriptive text will be cut off from displaying
3. In the AyaNova service workorder:
AyaNova service workorder(s) have the following fields updated
•Workorder Status in the workorder header area is updated to the status set in Preferences for Post billing workorder status
•The Invoice #: field is filled with the PeachTree invoice number
•The AyaNova service workorder is set to the Closed state and can no longer be edited by any user if this is set as a preference in the PTI Preferences. Do note if for some reason you have to unClose a workorder, log in as the AyaNova Administrator to do so. Refer to the AyaNova Help file for details.