About Copying Work Orders, Tickets, and Sales OrdersAbout Copying Work Orders, Tickets, and Sales OrdersYou use the Copy WO's, Tickets, and SO's button to copy billable work orders, tickets, and sales orders to a bill batch. The button is available in the Customer Billing (SP)application in the Bill Batch Lines table.
You can use the Copy WO's, Tickets, and SO's button as often as needed when you are preparing the bill batch. If the action adds work orders, tickets, or sales orders that you do not want to include in the bill batch, you can change the lines for these records to HOLD status. They do not appear to the customer that views this bill in the Bill Review (SP) application.
The work orders, tickets, and sales orders are billable if they:
are associated with the customer and customer agreement for the bill batch. Only one bill batch for an agreement is active.
are for any revision of the customer agreement
have a completed or resolved date that is within the current billing cycle and is the same as or earlier than the bill end date
are in the required status. The system administrator defines the required status for selection of a work order, ticket or sales order in the Billing Options dialog box in the Organizations (SP) application.
have never been billed or have been billed in the previous bill batch but were not included in the final bill because of being disputed or on hold.
include approved labor when there is labor on the record. Work orders and tickets with unapproved labor are not included in a bill batch.