Setup for invoice not to post unless a tech is on the ro

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mestude
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Setup for invoice not to post unless a tech is on the ro

Post by mestude »

Hey folks. Using 6.5 and I am having a hard time figuring out how to prevent an RO from posting if there is not a technician assigned, and or writer assigned. If anyone can help me. I would greatly appreciate it.
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ricmorin
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Re: Setup for invoice not to post unless a tech is on the ro

Post by ricmorin »

There are no warnings for Posting, only Printing an Invoice. With the following selected, you'll get a warning during the Print stage.
Invoice Validations
Invoice Validations
warnings.png (37.39 KiB) Viewed 2825 times
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
mestude
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Joined: Wed Jan 14, 2015 5:41 am

Re: Setup for invoice not to post unless a tech is on the ro

Post by mestude »

ricmorin wrote:There are no warnings for Posting, only Printing an Invoice. With the following selected, you'll get a warning during the Print stage.
warnings.png
Yeah...I checked those first and they are already cked, and it still allows a print to go through with out a warning
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ricmorin
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Re: Setup for invoice not to post unless a tech is on the ro

Post by ricmorin »

I have not heard of any issues regarding this feature. What exact version are you on? 6.5.??
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
mestude
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Posts: 7
Joined: Wed Jan 14, 2015 5:41 am

Re: Setup for invoice not to post unless a tech is on the ro

Post by mestude »

I should reiterate. the message comes up with sometimes 3 different messages, like estimate is not the same as invoice and , no lic plate number. I was hoping for a message that would pop up by itself. to stop my writers from just bypassing that message...but I am seeing that it is not possible right now. Thanks.
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