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Complete a works order - including posting/authorising supplier invoices (block management)

Complete a works order - including posting/authorising supplier invoices (block management)

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 

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

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

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

  • 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

  • The document is displayed in the Document Management window
    Right-click over any documents added for further options, such as Print or Attach