Accepted for Payment
The Accepted for Payment smart table displays work orders that have been invoiced.
The Site Disbursement black bar filter can be used to filter contract payment work orders.
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No (default): If No is selected, contract payment work orders will display as a single row.
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Yes: If Yes is selected, the contract payment work orders will display as multiple rows for the site disbursement amount.
Navigate to Service > WO Accounting > Accepted for Payment.
The smart table fields are:
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Work Order #: Displays the work order number.
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Site Name: Displays the site name.
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Service Provider: Displays the provider name.
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Vendor Number: Displays the vendor number.
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Invoice Number: Displays the invoice number (as entered by the provider during invoice creation).
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WO Total: Displays the work order total amount.
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If Site Disbursement filter is No, the WO Total is the sum of Net Total and Tax (including Tax).
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If Site Disbursement filter is Yes, the WO Total excludes Tax.
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Priority: Displays the priority of the work order (as selected during work order creation).
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Account Code: Displays the account code used for the work order (if any). Selecting this field will display a pop-up window with a drop-down field, giving the user the choice of alternative account codes.
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Capital Expense: Displays CapEx projects used for the work order (if any). This field may be selected and edited here if required. Selecting the existing value will display a pop-up with a drop-down field, giving the user the choice of alternative CapEx projects.
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Provider Tax ID: Displays the provider tax ID.
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Date Processed: Displays the date on which the work order was invoiced.
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Supplier #: Displays the supplier number.
Configuration of functionality
This functionality is configurable by role.
Other Notes
The export table functionality will export the data based on site disbursement filter criteria.
Field Descriptions