Question
I am trying to complete the Month End Process but there is a Vehicle preventing me from doing so with the message: Outstanding Workshop Invoice(s)! How do I clear this?
Answer
If you are viewing the Vehicles > Reporting > Exceptions report as part of the Vehicles Month End Process and there is a vehicle on the report with the below message:
You will first need to make a note of the Department the Workshop Job is within:
Then make a note of the status:
If the Status is Requested, go to Workshop > Booking > Internal Bookings in the department that the PDI has been sent to. Within here double click the line with the vehicle:
And if you wish to cancel the booking, click Book, then Select All and Accept:
From here the booking can be cancelled or if you click accept it will be placed as a booking into the Workshop Diary to be worked on, after doing this it can no longer be cancelled. If at this stage the job is booked into the workshop, it will then need to be received and invoiced before the exceptions report will be cleared.
If the Status on the Exceptions report is Received this means the Workshop have already begun to work on this as a Job so you will need to go to Workshop > Invoicing > Produce Invoice in the Workshop Department and find the job. This will then need to be invoiced to clear the Exceptions report. If this job was incorrectly raised and has a status of Received, it will need to be invoiced out at 0.00 value.
If you cannot find the job in either of the above locations to clear the exception, then please contact Support by raising a chat with us.