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

Once the client has approved a partial or final invoice, the internal audit department has the option to file an objection.

Note: If Internal Audit does not take action, the invoice is automatically processed 24 hours after approval by the client. If this approval occurs on a Friday after 12:00 p.m., it is processed 67 hours later.

Prerequisite

• eTASK Service Provider Portal is operational

Procedure in the FM Portal

Path to the starting point: Service List tab

1. Open the FM order you want to review.

2. If you want to reject the invoice, enter the reason for the rejection in the Comments (internal) section of the info area.

3. In the toolbar, click Workflow - Settle Order or Workflow - Reject Settlement.

4. Confirm the message.

If the invoice is rejected, the FM order is returned to the client. Otherwise, the order is invoiced. In both cases, the client is notified via email.