Skip to Main Content
Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Apr 15, 2021

Update Job, Invoice, and Invoice Items BU when Tech from different BU is assigned to Job

CURRENT STATE: When you assign a technician to a job/appointment where his/her BU doesn't match the BU on the Job, Invoice, and Invoice Items, those BUs do not update and the tech BU no longer matches the BU on the Job, Invoice, and Invoice Items. The user must then edit the Job and change the BU and select the option to update the BU on the Invoice Items to match the new BU on the Job.


FUTURE STATE: The customer is asking for the ability for a pop up to appear asking if you want to update the Job, Invoice, and Invoice Items BU when a technician is assigned to a job/appointment and that technician's BU is different than the current BU on the job, invoice, and invoice items. This will ensure all BUs match and decreases human error that may result in incorrect accounting.


  • Attach files
  • +2