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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page outlines the process to follow to complete a works order, including marking a works order as completed, posting the supplier invoice to accounts, saving the supplier version invoice and how to authorise
Also covered is how to locate supplier invoices that have been raised/authorised and how to set authorisation limits (where allowed)
1. Marking the works order as completed Follow this process when the works order is complete and the supplier invoice has been received From the works order screen: Change the Status to Completed
The Completed date will automatically be added as today's date, this can be changed
Click Post invoice to accounts
When prompted, select whether to add the works order amounts to the invoice
The Supplier Invoice screen will be displayed
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2. Supplier invoice Information from the works order will be pulled through to this screen |
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| title | 2a. Attaching the supplier invoice |
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| - Click Docs then click and drag the document over the Document Management window
Or click Add and browse to your document - The Rename field allows you to change the document name (as you want it to appear in the Document Management window), Type is set to Invoice
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- Click Accept
The document is displayed in the Document Management window
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- Right-click over any documents added for further options, such as Print or Attach to e-mail
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3. Authorise supplier invoice When ready to authorise: |
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In order to authorise the invoice, you need to be set up with the appropriate permissions You might also be able to set up authorisation levels - see 3a |
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| title | 3a. Setting up authorisation levels |
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| Where permissions allow, supplier invoice authorisation levels for specific users/offices can be set - Right-click over the Works button and select Setup invoice authorisation levels
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For example, you might want to set a specific limit for all users who have been granted authorisation permission but then override this for specific users, as shown below |
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 Image AddedLimit for all user with authorisation permission: enter the limit This will apply to all authorised users
From the Authorisation Limits panel: - Click  - Click the Select link to select the user/office who this permission is for - For no limits to be applied, set to No limit, or enter a specific figure - Continue adding Authorisation Limits, as required - Click Accept |
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4. Accessing supplier invoices Supplier invoices can be accessed from the associated works order or from the main menu From the works order screen: From the main menu: |  Image Added Image Added |
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For information on authorising & posting supplier invoices, click here |
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Process to follow to complete a works order, including marking a works order as completed, posting the supplier invoice to accounts, saving the supplier version invoice and how to authorise - also covered is how to locate supplier invoices that have been raised/authorised and how to set authorisation limits |
