Versions Compared

Key

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

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

Unapproved From version 12.132, unapproved suppliers can no longer be added to a works order

This feature is dependent on your system being set-up to require approval when adding suppliers - for further details on this, see section at the bottom of this article

If attempting to add an unapproved supplier to a works order

, this message

:

  • A prompt will be displayed

:
Image Removed
  • Image Added

This

applies wherever

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

...

titleWhen your system is set-up to require approval from suppliers and a new supplier is added

...

The supplier is automatically classed as Unapproved

...

when adding suppliers

For more information on 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

An option is available to require approval when adding suppliers - when this configuration is in placeWhen using approval functionality for suppliers, unapproved suppliers can no longer be will be prevented from being added to works orders