Issue/Symptom/Question

I am attempting to enter a credit memo against a work order invoice when the work order has a 'Work Complete' or 'Complete' status code. Upon doing so, I am receiving an error message that reads "The status of the work order is closed".

The invoice appears on the customers AR, so why can't we reverse (void) the invoice?

Applies To

PENTA for Windows

Billings and Accounts Receivable

Credit Memo Processing

Service Management

Work Orders

Reverse an AR Invoice

Service Types (Service Management > Setup > Service Types)

Define Users (System Management > Security > Define Users)

Resolution/Fix/Answer

PENTA will not allow billing adjustments/credit memos/reversals on work orders with a 'Close Work Order' or 'Complete' work order status, if the user does not have the proper level of security authorization. Security authorization can be updated in the following windows. This can be setup by Service Type and/or per User.

1. Service Types window; Miscellaneous tab; Allow billing adjustments to 'Close Work Order' status work orders
   
   
2. Service Types window; Miscellaneous tab; Allow billing adjustments to 'Complete' status work orders
   
   
   
   
3. Define Users window; Module Security tab; Billing and Accounts Receivable (BILL) module section; Can enter billing adjustments to 'Close Work Order' WOs
   
   
4. Define Users window; Module Security tab; Billing and Accounts Receivable (BILL) module section; Can enter billing adjustments to 'Complete' WOs