Compute Service Worksheets


This function is designed to be run prior to running Compute Service Invoices, in order to first produce the service invoice billing Worksheets.


Compute Service Invoices and Compute Service Worksheets cannot both be open at the same time.

COD Work Orders and Template Clients

Validation ensures that template-type clients are only billed when the net invoice amount is exactly ZERO DOLLARS. The Service Billing Worksheet report displays a very noticeable warning for each WO/Job invoice that would result in a template-type client being billed for any amount other than zero. The Service Worksheet report dated 11/22/2011 must be imported to support this functionality.

Registry Entries:

Registry Entry Start Compute Service Worksheets

Important Fields:

Bill Thru Date:
Line item charges with effective dates after the Bill Thru Date will not be included on the Worksheet. This field is required.

Button: Enter Work Order List

You may print service billing worksheets in the order that the associated work order is keyed into the Workorder Id range field. When you click this button, an entry form for the Workorder Id’s will appear.

Enter the Work Order Ids (or double-click to select from a list). The system will warn you if a work order is not eligible for billing.

Click the Parent Button to take the Work Order Id’s back to the Work Order Id range on the Report viewer. Commas have separated the Id’s by the system so that the range field is correctly formatted.

Job Id:
If you only wish to print the Worksheet for a specific Job, enter its Id. Separating the first and last Id with an underscore can specify a range of Jobs: 1001_1025. A series of Jobs can be specified by listing Job Id's separated by commas: 1001,1005,1025.

Bill Cycle:
This field lets you specify the Billing Cycle (maintained in the Job record) to be included on the Worksheet. To run Worksheets for Jobs with a blank Billing Cycle, simply leave this field blank. To print the Worksheet for jobs that do not contain a blank Billing Cycle field, simply enter the 1-character Billing Cycle designation in this field.

Workorder Id:
To print Worksheets for all eligible work orders, leave this field blank. If you only wish to print the Worksheet for a specific workorder, enter its Id. A series of Workorders can be specified by their Id's separated by commas. The Enter Work Order List button may be used to assist in entering and validating Workorder Ids in this range.

Billing Agent User Id:
By default, the system will enter your user Id in this field: only those Workorders for which you were the billing agent will be included on the Worksheet. (Note that in each work order, the Billing Agent is either set in New Call or when the work order is flagged as Invoice Ready.) To include work orders for all billing agents, blank this field.

WO Type:
If you leave this range blank, work orders of all types will be included on this worksheet. To print the Worksheet for a specific type of work order invoice, enter that type.


To only print worksheets for eligible PM Invoice Work Orders, enter PM Invoice in the WO Type field. See the Registry Entry for Creating a PM Billing Work Order Invoice for details on PM Invoices.

Escalation Status:
If you leave this range blank, all eligible work orders will be included on the worksheet, regardless of their Escalation Status. To limit the Worksheet of eligible work orders of a specific Escalation Status (e.g., Invoice Review), enter it in this range field. A series of statuses can be entered, separated by commas.

WorkOrder Status Category:
This field may be used to improve performance of this function by skip archived work orders. To do so, it should be set to !=archived manually or via registry (see Registry Start Compute Service Worksheets (sys-start-ssrvcebllngwrksht) ). Note that Work Orders may be set to Archived by manually adding a Technician line with status Archived, or by using the Start Archive Work Orders or Start Autoarchive Work Orders.