Approve or reject partial or final settlement of an FM order (client)

If a service provider has submitted an interim or final invoice, it is the client’s responsibility to review and either approve or reject it.

Prerequisite

• The eTASK Service Provider Portal is operational

Reject invoice

1. Open the email in your inbox that notifies you of the new FM order for you.

2. Click on the link contained within it. The Tradespeople Portal will open in your browser.

3. Log in to the contractor portal. You will be redirected to the FM order.

4. If you wish to reject the invoice, enter the reason for the rejection in the Comments (external) section of the information area.

5. In the toolbar, click on Workflow - Reject Final Invoice or Workflow - Reject Partial Invoice

6. Confirm the message.

The FM order is returned to the service provider. They will be notified of the rejection via email.

Approve Invoice

1. Open the email in your inbox that notifies you of the new FM order.

2. Click on the link contained in the email. The Tradespeople Portal will open in your browser.

3. Log in to the contractor portal. You will be redirected to the FM order.

4. In the toolbar, click on Workflow - Approve Final Invoice or Workflow - Approve Partial Invoice

5. Confirm the message.

The invoice has been approved and will be transferred to SAP.

Note: For transfer to SAP, 📄 eTASK.FM-Beschaffung.SAP-Schnittstelle IC2231 must be set up.

See also:

📄 Kommentare zu Datensätzen hinzufügen IC1223