Add Third-Party Invoices to a Service Request
The invoice from third-party vendors can be added directly from the service request ticket.
The Service Request preference called Allow 3rd Party Invoicing must be enabled, see Edit Service Request Preferences.
Navigate to Service Request > Invoices.
Select the appropriate center or location from the drop-down menu.
The Invoices screen opens and a current list of invoices appear.
Add an Invoice
To add an invoice, click the appropriate link - maintenance or supplies.
Edit the Invoice
To search for a specific invoice, use the search function at the top of the screen.
To edit an invoice, click the Edit link under the Actions column.
The Service Provider dialog displays.
- From the Service Provider drop-down, select a provider.
- Check the Has Invoice? checkbox.
If you do not have an invoice, then click the Save button.
- Complete the following:
- Invoice Date
- Invoice Number
- Date Received
- Chargeable Parts
- Invoice Total
- Click the Save button.
- Click the X icon to close the dialog.