...
Image Removed
| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
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  Image AddedClick Post invoice to accounts
|
...
...
...
Image Removed
Image Removed
...
, as shown in step 2  Image Added
|
2. Supplier invoice Information from the works order will be pulled through to this screen Check the information shown and add to/amend where required Enter the Invoice Ref and Due Date Attach the supplier invoice via the Docs button - see 2a
|
Image Removed
 Image Added
|
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  Image AddedThe 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
|
...
 Image Added
|
...
...
...
 Image Added
|
3. Authorise supplier invoice When ready to authorise: In the Status section, tick the Authorise by box  Image AddedThis changes the invoice status to Authorised - Awaiting posting and date/user stamps the authorisation
|
...
| 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  Image AddedFor 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  Image Added
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: |
...
 Image Added
OR, from the main menu: |
...
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
|
...
Image Removed
...
| Info |
|---|
For information on authorising & posting supplier invoices, click here:
Authorising & posting supplier invoices (block management) |
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
|---|
| sort | modified |
|---|
| showSpace | false |
|---|
|
...
| | reverse | true |
|---|
| type | page |
|---|
| cql | label in ( "est-works" , "est-finance" ) and type = "page" and space = "RW" |
|---|
| labels | est-man est-finance |
|---|
|
...
...
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 |
