Update Work Order Status When Associated Maintenance Contract Is Invoiced


Update Work Order Status When Associated Maintenance Contract Is Invoiced

Issue/Symptom/Question

Is there an automated mechanism in PENTA to auto-close work orders (change status from W to Z) when the associated maintenance contract is invoiced? 

Environment

Service Management

   Maintenance Contracts

      Maintenance Contracts

   Work Order Information

      Work Orders

   Invoicing

      Work Order/Maintenance Contract Billing

System Option 327

Resolution/Fix/Answer

PENTA System Option 327 will automatically close work orders with a status of Work Complete to Complete after a set number of days. 

Extended Description: During revenue recognition, close work orders that have had a status of Work Complete for the specified number of days and are associated with a Fixed Price Maintenance Contract, provided that they do not have billable costs. When the specified number of days is less than or equal to zero, this functionality is disabled.