In cases where users want to consolidate more than one Ticket together, they can create a Master Ticket (or Master LEM).
While it’s possible for accounts to invoice multiple tickets without creating a Master Ticket, they are still a useful organizational tool. Master Tickets can be sent for approval using our Client Portal, making it possible to get multiple Tickets approved at once.
How to Create a Master Ticket
Master Tickets can be created if the ‘Form Status’ is Closed and Tickets have not been invoiced.
Master Tickets can only be created for the same Client and Job.
- To create a Master Ticket, select the number of tickets you would like to consolidate. Right click, and select Create Master Ticket.
[
](/wiki/download/attachments/2916155495/Invalid%20file%20id%20-%2088ace50c-31d1-41fc-b6ce-f69c1927d753?version=1&modificationDate=1688165692031&cacheVersion=1&api=v2)
- Each Master Ticket will have its own set of meta data related to it.
- Additional tickets can be added to an already created Master Ticket by clicking on the New Ticket Table button.
- Like other forms in Aimsio, a PDF can be generated once the form is closed by clicking Save and Submit. Master Ticket PDFs will contain a cover page, followed by every subsequent ticket included.
Managing Master Tickets
Master Tickets can be expanded, or collapsed, by clicking on the small arrow to the left of the Master Ticket form number. Master Tickets will have its own form status.
- Duplicating a Master Ticket will only make a copy of the parent ticket, not the tickets included in the Master.
How to Send a Master Ticket for Approval
One of the benefits of sending a Master Ticket through our Client Portal is that it allows the sender to deliver multiple tickets in one sitting. Authorized users can select Client Portal > Send for Approval.
How to Invoice a Master Ticket
To invoice a Master Ticket, select it, right-click and click Create Invoice. Only tickets with a status of Closed can be invoiced.
How to Ungroup or Delete a Master Ticket
If Master Ticket has not been invoiced, it’s possible to ungroup a Master Ticket. Select just the Master Ticket using the action button, located on the far right, and click Delete Selected Tickets. This will delete the master ticket and ungroup the existing tickets from the master.
How to Remove Tickets from a Master Ticket
To remove one or more tickets from a Master Ticket, without ungrouping the entire ticket, use the Action button to the left of the Master Ticket and select Edit.
Locate the Ticket table and use the Delete icon to the left of any ticket number. Once you’re done, save the ticket.
