Many invoices are for work that is already done. Choose Completed in the Status dropdown, or in Set all. You need both work order Create and Update permissions.
A Completion date picker appears, set to today. Change it to the date the work was done. Only today or earlier can be picked.
Any approval or signature steps are skipped.
Mileage and engine hours stay at their current readings.
Before you create, each line linked to a defect that needs a signature shows a red message:
"Signature will be skipped. This defect needs a signature under your compliance settings. Creating as Completed skips the signature and any approval steps."
After the work order is created:
The work order page shows a grey info bar above Work order details: "Completed from a scanned document. When this work order was created: approval was skipped, defects that need a signature were not signed, and mileage and engine hours were not updated."
Each defect in the Items table shows a red Signature skipped chip.
On the Work orders list, the Approval column shows "Approval skipped" if the work order passed a status that needs approval.
Create work orders
A row is ready when it has an asset and at least one line item. If the assignee is a vendor, a contact is also required. Every line with a cost also needs a work order item.
Create WO - creates one work order. A message confirms it, and the row shows the work order number. Click it to open the work order in a new tab, so you keep your place.
Create work orders - creates all the remaining work orders, once every row is ready.
Close - shows when every row has a work order.
If a row is missing a required field, the field is highlighted in the grid. Rows with a work order can't be edited.
The invoice is attached to each work order. Work orders created from a scan show an AI icon next to their number on the Work orders list and the work order page.
Remove a document
Click the remove icon on a row and confirm. The document is removed from the grid.
Have a question? See Intelligent document scanning: frequently asked questions.