PO with Names:
Dear [Enter Tech’s Name],
Based on my research, I show that PO# [Enter PO] is not a valid PO. Please provide a valid PO from the Customer for me to update the invoice.
PO with SOS/SOA:
Dear [Enter Tech’s name],
SR# [Enter SR#] was closed with a PO of SOS/SOA and the Customer was invoiced in the amount of [Enter Invoice Amount]. Please provide a valid PO or a reason for these charges to be overridden.
PO with Warranty:
Dear [Enter Tech’s name],
SR# [Enter SR#] was closed with a PO of Warranty and the Customer was invoiced in the amount of [Enter Invoice Amount]. I show that SN [Enter SN] has a warranty end date of [enter warranty end date], which expired before this SR. Please provide me with a valid PO# or a reason for these charges to be overridden.
PO with Agreement/PMA/Contract:
Dear [Enter Tech’s name],
SR# [Enter SR#] was closed out with a PO of Agreement and the Customer was invoiced in the amount of [Enter Invoice Amount]. I show that SN [Enter SN] is not covered under an agreement. Please provide me with a valid PO# or a reason for these charges to be overridden.
PO with N/C or SVC Concession:
Dear [Enter Techs Name}
SR# [Enter SR#] was closed out with a PO of N/C and the Customer was invoiced in the amount of [Enter Invoice Amount]. The SN [Enter SN] is not currently covered under warranty or agreement. Please provide me with a valid PO# or a reason for these charges to be overridden.
PO with Credit Card:
Dear [Enter Techs Name}
SR# [Enter SR#] was closed out with a PO of Credit Card and the Customer was invoiced in the amount of [Enter Invoice Amount]. However, the SR was closed without entering the credit card information and the Customer’s credit card was not charged. Please provide me with the following credit card information:
Credit Card #,
Type of Credit Card,
Cardholder Name,
Expiration Date.
If you do not have this information, please provide me with Customer’s name and contact number and I will contact them. In the future, do not close out the SR without applying payment, leave the SR in Completed Status with a sub status of Credit Card and reach out to your SSA.
Did you know you can apply your own credit card payments? See video below!
PO with 3rd Party PO Scheme but invoiced End User:
Dear [Enter Techs Name]
SR# [Enter SR#] was closed out with a PO of [Enter PO] and the Customer was invoiced in the amount of [Enter Invoice Amount]. PO # [Enter PO] follows the PO scheme typically used by [Enter 3rd Party Name]. Please advise if this is a PO from [Enter 3rd Party Name] or [Enter End User’s Name].
PO with End User PO Scheme but invoiced 3rd Party:
Dear [Enter Techs Name]
SR# [Enter SR#] was closed out with a PO of [Enter PO] and [Enter 3rd Party Name] was invoiced in the amount of [Enter Invoice Amount]. PO # [Enter PO] does not follow that of [Enter 3rd Party Name], their PO’s typically have a PO Scheme of [Enter PO Scheme info from Incorrect PO report]. Please advise if we should have invoiced [Enter End User’s Name].