FCS Dispatch Board Filters - Mapping & Triggers

Below you will find details on the dispatch board filters and what triggers each status.

 

 

Date Resolved

Updates when a dispatch is changed to the status of Resolved.

That date is then made a permanent record on the invoice.

Date on Invoice

Updates when a dispatch is changed to the status of either Confirmed, Invoiced, or Closed Out.

Once changed, the Date on Invoice is set to the date/time of the status update. If a user has the necessary permissions, this date can be edited. 

Date Invoiced

This is set when the invoice is sent to the customer by clicking Send Client Invoice.

This date is then set to the invoice. If there are subsequent invoices sent to the client, those date entries are listed beneath the Client Invoice dropdown in the invoice history.

Last Modified

The Last Modified Date on the Dispatch Board and the Last Modified Date column on the Excel report differ.

• Last Modified on the Dispatch Board = the last time the dispatch was edited.

• Last Modified on the Excel Report = the date of the most current status change to that dispatch.