In Project Details, changes can be made in Project Type, Work Order (WO) Number, Purchase Order (PO) Number, Field Project Manager, Project and Client Details, Address, City, Client’s Name, Contact Details, Client Start and End Date, WOA Start Date. The invoicing and payment details can’t be changed.
Depending on the status of the project, the project invoicing dates and details will be altered.
- Vendor Past Due is when the current date is greater than the Work Order Expected completion and either WO complete date is missing or is greater than the expected completion date.
- Once the WO is complete, the Vendor is invoiced, and the Client is asked for walk through.
- Client Walk through means the client is asked to check all the work and get the changes made before Sign Off.
- WOA Past Due – If the current date is greater than Client End Date and project is in Active or Punch state.
- When the Work orders are closed and they cannot be modified further.