Report Statuses
To indicate its position in the recording life cycle, each report you open for a line item has one of the following statuses:
• Quote (Q). A report opened in Call Quote Maintenance to record the activity needed for a line item has a status of Q.
• Invoiceable (I). The default status of a new report you open in Call Activity Recording is I, indicating that the report is ready for invoicing.
• Hold (H). You can mark reports hold to delay invoicing them. The system sets reports to Hold if an error occurs during transaction processing.
• Closed (C). When you post an invoice, the system sets the report status to C. You can also use this status to close a report with no detail. Once you close a report, you cannot reopen it. Only fault codes and comments can be updated.
In CAR, the report status indicates whether to include or exclude it from invoicing. The default report status is invoiceable. Report status offers you another level of control for call invoicing. Use the status to exclude a report from invoicing.
Example: You enter a report in CAR but have not yet invoiced it. The engineer submits a second report that needs to be billed separately. Enter the second report and set its status to Hold. When you generate the call invoice, the system includes only the report with a status of invoiceable.