We want the ability to have the system close work orders automatically (or have a checkbox exist that is selected by default that will flag the work order to be closed after billing). With the current process that is entirely manual and requires users to remember to go back into each and every work order that was billed to close the work order, we have had users spend too much time on this and there is the potential for people to accidentally close the wrong work order (which can result in lost money when the work order that was closed has not been billed yet). We are used to this process being automatic as we came off of Maxwell Management Suite and some of our users were shocked that this does not exist in Vista.
Seth Belt
| Company | Central Consolidated, Inc. |
| Job Title / Role | Senior Accountant |
| I need it... | Yesterday...Come on already |
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While working on this Vista need to make closing and reopening works a function that only accounting has the ability to do. Project managers and Service managers shouldn't be able to execute this function because it affects financial accounting periods for WIP Track.
Noticed this is now In Development. Please also implement a global option to disable this functionality in SM Company Parameters similar to the recently implemented auto close PO feature. We prefer the present behavior for SM Work Orders. Our situation is similar to Janet Mattews situation with credit card costs hitting after billing. Maybe develop a Work Center inquiry to show open WO/scopes with no work-completed activity greater than x days from today.
We would like them to close automatically but after 60 days from billing date. Sometimes we don't have all expenses for a work order posted until credit card statements come in etc.
It would also be nice if you could close a range of work orders in SM. Why did you put this feature in EM but only if you have the maintenance add on.