Missing Invoice Work Orders

By |2021-07-26T16:16:05-05:00January 8th, 2021|Comments Off on Missing Invoice Work Orders

Type: Custom Data View

Reports Included: No

Description: List of invoices, sales, and credits which have been created and no corresponding work order is attached.

Drill Down: Yes, opens transaction type

Columns and data for the Missing Invoice Work Orders Custom Data View are outlined below:

Column Name Form Field Notes
Cust:Job Name Invoice/Sale/Credit Customer:Job
Tran No Invoice/Sale/Credit Number
Tran Date Invoice/Sale/Credit Date
Tran Type Form Type Invoice/Sale/Credit
Tran Total Invoice/Sale/Credit Total
Tran Department Display Invoice/Sale/Credit Associated Department Full Name
Internal Memo Invoice/Sale/Credit Internal Memo
Tran Department Name Invoice/Sale/Credit Department
Tran Department Alias Invoice/Sale/Credit Associated Department Alias
Cust:Job Display Name Invoice/Sale/Credit Customer:Job
Tran Sales Rep Name Invoice/Sale/Credit Associated Transaction Sales Rep Name
Tran Sales Rep Alias Invoice/Sale/Credit Associated Transaction Sales Rep Alias
Tran Sales Rep First Name Invoice/Sale/Credit Associated Transaction Sales Rep First Name
Tran Sales Rep Last Name Invoice/Sale/Credit Associated Transaction Sales Rep Last Name
Tran Bill To Line 1 Invoice/Sale/Credit Bill To Line 1
Tran Bill To Attn Invoice/Sale/Credit Bill To Attn
Tran Bill To Address Invoice/Sale/Credit Bill To Address
Tran Bill To Address2 Invoice/Sale/Credit Bill To Address2
Tran Bill To City Invoice/Sale/Credit Bill To City
Tran Bill To State Invoice/Sale/Credit Bill To State
Tran Bill To Zip Invoice/Sale/Credit Bill To Zip
Tran Work Line 1 Invoice/Sale/Credit Work Line 1
Tran Work Attn Invoice/Sale/Credit Work Attn
Tran Work Address Invoice/Sale/Credit Work Address
Tran Work Address2 Invoice/Sale/Credit Work Address2
Tran Work City Invoice/Sale/Credit Work City
Tran Work State Invoice/Sale/Credit Work State
Tran Work Zip Invoice/Sale/Credit Work Zip
From Mobile? Invoice/Sale/Credit Calculated Field Indication of whether transaction was created from Aptora Mobile II. (Invoices Only)
Tran User Created Invoice/Sale/Credit Transaction Security Label
Tran Date Created Invoice/Sale/Credit Transaction Security Label
Tran User Revised Invoice/Sale/Credit Transaction Security Label
Tran Date Revised Invoice/Sale/Credit Transaction Security Label
TranID Invoice/Sale/Credit Table ID of Transaction
CustID Invoice/Sale/Credit Table ID of Customer:Job

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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