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RO Won't Close

Stub — content coming soon.

The work is done and the customer is ready to pay, but OverDrive won't let you close or invoice the RO.

This playbook will cover:

  • You'll see this when — the close/invoice action is blocked or errors
  • Keep the line moving — what you can hand the customer while the RO is stuck
  • Fix it — the usual blockers in order: open part lines, unassigned tech, pending DVI items, declined jobs not transferred
  • Escalate — how to get help — have the RO number and what's on it
  • Learn the flow — Closing an RO