Issue/Symptom/Question

I will need line items loaded on work orders for conversion Open AR and Billing History loads.  Can PENTA do this for me?

Applies To

PENTA for WIndows

Service Management > Work Order Information > Work Orders

Resolution/Fix/Answer

Yes, please submit a Service Desk ticket and reference this article.  Please provide the following information in your Service Desk ticket:

• Spreadsheet that contains the following
  • Work Order Ids
  • Work Order OU Ids
  • Line Items
    • Line Item #
    • Description
    • Line Item Type (Lump Sum, Cost Plus, Sales Tax, etc.)
    • Billing Amount - optional
    • Cost references (if Cost Plus only) - optional