Bill Segments

The Bill Segments screen allows you to create a separate work order for individual work order segments.

To open the Bill Segments screen, click the Bill Segments link on the Customer - Work Order Header tab of a work order.

You can only create a separate work order for segments that are currently open and not in use by a technician. Any segments moved to a new work order will close the segment on the original work order.

Once a segment is moved to a new work order, no additional miscellaneous charges can be added to the segment.

The options on the Bill Segments screen are:

Option Description
Copy Multimedia If selected, copies any multimedia files from the original work order to the new work order.
Copy Memos If selected, copies any memos from the original work order to the new work order.
Set Status For New Segments

Allows you to copy the Current Status of the segment on the original work order to the new work order, or set the new segment status to Closed or Signed Off.

For more information regarding status codes, see the Segments topic.
Edit Order After Creating If selected, will automatically open the new work order(s) after selecting the segments you want to move and clicking Bill Segments.

The fields on the Bill Segments tab are:

Field Description

Allows you to select which segments to create a separate work order for.

This check box does not appear for segments that are currently in use by a technician, or have outstanding transactions or purchase orders associated to them.

Segments with a reason code of S (preventative maintenance)are not billed separately and this checkbox does not appear.

Segment

The segment number.
Description A brief description of the segment, as it appears on the Segments tab of the original work order.
Status The status of the selected work order segment.
Customer

The total dollar amount of all charges on the segment that will be applied to the Customer G/L account configured on the Segments tab of the original work order.
Warranty The total dollar amount of all charges on the segment that will be applied to the Warranty G/L account configured on the Segments tab of the original work order.
Internal The total dollar amount of all charges on the segment that will be applied to the Internal G/L account configured on the Segments tab of the original work order.

Use these buttons to complete your work on the Bill Segments screen:

Button Function
Bill Segments

Creates a new work order for the selected segments and closes the selected segments on the original work order.

If the Edit Order After Creating check box is selected, the new work order also opens automatically.
Close Closes the Bill Segments screen and returns to the Customer - Work Order Header tab of the original work order.

Revision: 2024.08