I'm curious what others are doing for this. We have the basic workflow functions in place and have been operating for a couple of years now. Our workflow once a Qt is confirmed has us Notify Ready to Invoice, then Invoice Created, and finally, Closed.
When we run production meetings we pull up the Projects/Quotes list and added a column to see Applied Payments, which tells us whether or not the Invoice has been paid. This tells us at a glance a bit more information than just "Invoice Created", however there are a few more steps that occur prior to the Qt being Closed, and they don't always occur or get completed in the same order. This includes but is not limited to equipment returns, paperwork from the warehouse to PM, paperwork from PM to accounting, PO's are reconciled, job costing is completed, etc. We don't Close a Qt until paperwork is filed away and EVERYTHING is completed.
I was considering editing the workflow but the linking between states would be a nightmare. I considered adding a text field to the header and getting that into the Projects/Quotes list and manually entering a 2 digit code, perhaps user initials for the various steps that also take place in the process of closing out a Qt. Are you doing anything similar?
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