Service Order Types: Quick Processing Settings
In MYOB Advanced, you can simplify the standard multistep processing of service orders and appointments by configuring quick processing for a particular service order type. With just one click, a user can performing such actions on the service orders and appointments of this type as the following: closing a service document, preparing and releasing billing documents for a service document, and emailing the billing documents to the customer.
Configuration of Quick Processing for a Service Order Type
For quick processing to be used for service orders and appointments of a particular service order type, you must allow quick processing for this service order type and specify the actions to be performed during quick processing. To allow quick processing for the service order type, you select the Allow Quick Process check box on the General tab ( Billing Settings section) of the Service Order Types (FS202300) form. This causes the Quick Processing tab to appear on the form. On this tab, you specify the settings that determine how the system should process the service orders and appointments of this type.
For each particular service order or appointment of the type being processed on the Service Orders (FS300100) or Appointments (FS300200) form, the user can change the list of actions to be performed before initiating processing.