Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Removed

Info

This guide has been reviewed against our global client base and classed as relevant to

...

all regions

From version 12.132

...

, unapproved suppliers can no longer be added to a works order

If attempting to add an unapproved supplier to a works order

...

:

  • A prompt will be displayed

...

...

  • Image Added

...

This

...

applies wherever an unapproved supplier is added to a works order, including when:

  • Adding contractor quotes to a works order

  • Booking works orders in bulk (often done via the Property Management panel of the Organiser)

Tip

...

This feature is dependent on your system

...

being set-

...

up

...

to require approval when adding suppliers

For more information on

...

titleWorking with unapproved suppliers

When your system is set-up to require approval for suppliers and a new supplier is added:

Image Removed

...

Info

When using the Search Companies screen to search for Suppliers, unapproved suppliers are not shown in the list (unless the Type setting is changed to All)

supplier approval, click here:
Approve supplier and/or bank details - configuration option

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "

...

company" and type = "page" and space = "RW"
labelsworksorder propman 12_132 12_132-sales-lettings-rnote

...

Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

...

When using approval functionality for suppliers, unapproved suppliers will be prevented from being added to works orders