The Auto Completion Wizard completes selected jobs for you. Completing
a job finalizes the job's information. Once a job is completed, the job's
information is locked down and cannot be changed.
Unlike the Completion Wizard, which
allows the user to make changes to the job before completing it, Auto
Complete assumes the job’s original data is correct. After the Auto Complete
process has run, invoices are created and all payments and payroll information
are added to the appropriate customer and employee records.
Caution:
Auto Complete will not work if you the customer's Pay
at Job Site check box is selected along with any of the following
conditions:
The Job has $0.00
in charges
The customer's
payment method is either not defined or is defined as "Bill"
The Job is using
Advanced Billing A billing method where you can manually define how to split the billing
of particular invoices (how much will be billed to what person at what
time?). See the Defining Billing Properties section of the Implementation
Manual for more details.
A payment is
already applied to the job
In addition, if you are tracking Inventory,
jobs cannot be auto completed if they contain insufficient inventory,
meaning at least one of the following:
Inventory items
on the job are not assigned
Inventory items
are correctly assigned, but are pending
transfer or on order
Mark all jobs
to be completed by selecting the appropriate check boxes in the Include column. To
quickly select all jobs in the Pending Completion list, click Select
All.
Click Auto
Complete. The Auto Completion Wizard dialog box appears.
Click Process.
Auto Complete
assumes that a customer is paying with their default payment method. If
no such payment method exists (no value is selected from a customer's
Payment Method drop-down list), or an error exists regarding a payment
method, the Auto Complete Information Request dialog box appears. For
example, if a client’s default payment method is a Debit card and there
is no Account Number for that Debit card, you will be prompted for an
account number.
When Auto Complete
is finished, a summary screen appears, displaying all completed jobs and
their total dollar amount. The summary will also display the number of
jobs that skipped due to missing/incomplete payment methods.
