Close SRO Upon Invoice

If Auto Close SRO After Invoicing is selected on the Service Orders form, service orders are closed when they are invoiced. You can also manually close the SRO by specifying a Close Date on the SRO.

To set a default value for this field, use the Auto Close SRO After Invoicing field on the Service Parameters form. This field can also be set on the Service Order Templates form. The value on the Service Orders Template form supersedes the value on the Service Parameters form when a SRO is created using the Copy Template feature.

The logic for closing an invoice is as follows:

  • If Auto Close SRO After Invoicing is selected and Bill Status is complete, then the SRO Operation Close Date is set to the current date and the SRO Operation Status is set to Closed.
  • If Auto Close SRO After Invoicing is not selected and Bill Status is complete, then SRO Operation Status is set to Closed only if the Close Date is specified.
Note: Calculated T&M SRO operations close even if no transactions have been created or posted when Auto Close SRO After Invoicing is selected.
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