A couple of things. We do follow up calls on diagnostics and I would like to have an invoice list of these instead of having to wade through the dispatch board. I would also like to do some comparisons on different demand service calls and what our profitability is on these calls. It would also be nice to get our average tickets for certain types of dispatches.
I believe you would have to start this on the dispatch list as the Dispatch Type field doesn't appear to be accessible from any of the Invoice lists or reports.
So, custom view in the dispatch list, selecting for the type you want, and completion date. From there you can click on the Invoice # on the details panel on the right side, which should give you what you are looking for.
You are welcome. Another option would be to export the dispatch list (filtered) and invoice list and JOIN them be dispatch number. But that strikes me as way to much effort on a regular basis.
And actually I guess I was asking for a way to sort invoices by service request code. Dispatch type is fine for separating agreement work and demand but I am trying to find a way to be more specific.
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I am looking for a way to sort invoices by dispatch type. Does anyone know how?
Not specifically. What is the goal?
A couple of things. We do follow up calls on diagnostics and I would like to have an invoice list of these instead of having to wade through the dispatch board. I would also like to do some comparisons on different demand service calls and what our profitability is on these calls. It would also be nice to get our average tickets for certain types of dispatches.
I believe you would have to start this on the dispatch list as the Dispatch Type field doesn't appear to be accessible from any of the Invoice lists or reports.
So, custom view in the dispatch list, selecting for the type you want, and completion date. From there you can click on the Invoice # on the details panel on the right side, which should give you what you are looking for.
Not perhaps ideal, but doable.
Thanks Rick. A little awkward but it's a start.
You are welcome. Another option would be to export the dispatch list (filtered) and invoice list and JOIN them be dispatch number. But that strikes me as way to much effort on a regular basis.
And actually I guess I was asking for a way to sort invoices by service request code. Dispatch type is fine for separating agreement work and demand but I am trying to find a way to be more specific.
You can do it by Sales Sort Code on the Invoice List. I don't recall if that's a standard thing, or if you have to add the filter, but it's there.
We have that customer field set to differentiate between: Commercial, Industrial, Government, Medical, Residential, Education, etc.
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