Mark works orders as 'invoice not required'

This guide has been reviewed against our global client base and classed as relevant to all regions

A works order that does not require an invoice can be identified - works order grids can display whether an invoice is required, plus reporting options are available

1. Identify works orders that do not require an invoice

From works order:

Tick Invoice not required
This action removes the ability to Post invoice to accounts

2. View works orders that do/do not require an invoice in works order grids

After running a works order report or viewing a works order grid, an Invoice Required column can be added and saved

From a works order grid:

Right-click over the column headings, select Pick columns and click Invoice Required
The new column is added to the far right side of the grid - click and drag the column heading to the desired position
Right-click over the column headings again and click Save grid layout
The Invoice Required column will show when using this type of grid again - grid functions can be used to sort, filter or group
- To sort the list, click the column heading
- To filter or group the list, click to the right of the column heading (to view filter icon, shown below) and choose to Group by Invoice Required or filter by Yes/No

3. Report on works orders that do/do not require an invoice

An Invoice Not Required option is available when running a Power Report on works orders

From Reports on main menu:

Click Power Reports
Select Works Orders report type
Select Invoice Not Required plus any other criteria options required

Select is true or is false

Example report

This report will return all completed works orders where an invoice is not required

A works order report results grid can also show the Invoice Not Required column
After running a report, add & save the column to the grid, as outlined in step 2 above

Mark works orders as 'invoice not required'

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