You can use the Appointments view Actions
Extract Events option to extract the billable events, recorded for the selected appointment(s) or the Truck Visit Appointment view
Actions
Extract Events option to extract the billable events, recorded for the selected truck visit appointment(s), manually.
When you select an appointment or a truck visit appointment that does not have a corresponding record in the Chargeable Appointment Events view (on page 1), N4 adds a new record to the Chargeable Appointment Events view. However, if you select an appointment or a truck visit appointment that already has a record in the Chargeable Appointment Events view, N4 only updates the existing record with any changes made to the appointment or the truck visit appointment between the previous and the current extracts.
Prerequisites
To access the Extract Events option, you must have the Appointment Actions - Extract Events privilege.
To manually extract the billable events for the selected appointment(s) or truck visit appointment(s):
In the Appointments view or the Truck Visit Appointments view, select the appointment(s) for which you want to extract the billable events.
You can also create a filter to display the appointments you want to include in the billing extract and select the resulting rows. For example, you can create a filter to display the appointments for a trucking company or a time slot.
Select the Actions Extract Events option.
N4 displays a progress bar indicating the status of the extract.
After the extract is complete, in the Chargeable Appointment Events view, click to see the extracted events.
All the extracted chargeable appointment events are assigned the status QUEUED.
N4 assigns a batch number to each extract. N4 also associates the batch number with the extracted event to indicate that the event has already been extracted. N4 does not extract this event the next time you select the associated appointment for the extract.
Notes
If N4 cannot extract an event, it assigns a negative value of the batch number to that event. This prevents the extract to select the event repeatedly. You can use the All Events view to view the events with a negative batch number.
Only one record per appointment exists in the Chargeable Appointment Events view. Each time you select an appointment in the Appointments view or in the Truck Visit Appointments view and select Actions Extract Events, N4 updates the existing record in the Chargeable Appointment Events view.