Microsoft Dynamics 365 NDIS Work Orders

Understanding Work Orders

Work Orders are the intermediatory records that will hold the bookings together. These are also those records which when approved will Approve the Booking for the Billing. They also hold the billing data wherever applicable. In this solution, we will classify the Work Orders as per the below.

Work Orders are generated from the Agreement automatically, based on the Agreement Booking Setup. Initially when an Agreement is activated, it takes about 45 minutes to generate the first lot of WO. And then with each passing day, the system will automatically detect whether it requires any WO to be generated or not. If yes, it will do so.

Work Orders are to be reviewed on a regular basis by the Admin team, so that they can keep on approving the WO for the Participant Invoicing.