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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
Click Yes to add works order amounts to the invoice
The Supplier Invoice screen will be displayed, as shown in step 2
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2. Supplier invoice

Information from the works order will be pulled through to this screen

2a. Attach supplier invoice

Click Docs then click and drag the document over the Document Management window
Or click Add and browse to your document
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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 - click Accept
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The document is displayed in the Document Management window
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:

In the Status section, tick the Authorise by box
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This changes the invoice status to Authorised - Awaiting posting and date/user stamps the authorisation

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Tip
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

3a. Set up authorisation levels

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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Limit for all user with authorisation permission: enter the limit This will apply to all authorised users

From the Authorisation Limits panel:

Click then 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

4. Accessing supplier invoices

Supplier invoices can be accessed from the associated works order or from the main menu

From the works order screen:

OR, from the main menu:

Click Block/Strata then select Supplier Invoices
Selecting Pending Authorisation or Authorised and Awaiting Posting displays a list of invoices which can be viewed then authorised/posted individually or in bulk

Info
For information on authorising & posting supplier invoices, click here: Authorising & posting supplier invoices (block management)

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