I would like to be able to change the Client # on a Work Order instead of having to copy, paste, & delete the original. Sometimes Work Orders are entered with the wrong Client #.
by: Elaine E. | over a year ago | Service Receivables
Completed
13
Change Client # while still in Work Order status
by: Elaine E. | over a year ago | Service Receivables
Comments
Agreed ! Sometimes a client requests the invoice be sent to an Insurance Company after the work order has been written. Have also had work orders written to a contractor and later told to bill the home owner direct. The copy, paste & delete creates confusion when entering payroll records, AP invoices or other items that are job costed to the work order.
Please! Being unable to edit the client info. is very frustrating!
Please! Being unable to change the client info is very frustrating.
Also in Quote status - please :)
Also to be able to change the Sale Tax District in the Quote / Work Order status too would be very helpful. We may not know the sales tax district at the first creation of the quote.