A work order should be set to status 'To Be Invoiced' when the work is ready for invoicing
This article is for FMI Works users who have been given the permission of Works Coordinator
What the work order status means
Each work order is given a status that changes as the work order moves through the system.
The status of a work order is used to manage how and when work will be actioned, as well as updating requesters on the progress of work.
When to use the 'To Be Invoiced' status
The 'To Be Invoiced' status is an optional step in the work order process. The use of this status should be aligned with your organisation's internal processes.
Using this status will lock the work order record. Any further changes to the work order will require System Administrator access.
For information on how to modify a work order that has been closed, see our article How To Update a Completed, To Be Invoiced or Closed Work Order.
Moving a work order to 'To Be Invoiced'
The 'To Be Invoiced' status is available for work orders that have the status of 'Completed'.
What happens next?
After selecting status 'To Be Invoiced', a confirmation page will appear.
If configured, a work order status change email notification will be sent to notify the relevant parties of the work order’s closure.
For information on configuring email notifications, see our article How To Set Up the Work Order Status Change Email Notifications.
For an overview of work order statuses see our article How the Work Order Status is Used.