eTASK.Handwerkerportal is an extension of eTASK.FM Procurement. By combining eTASK.FM Procurement with the eTASK.FM Procurement SAP Interface and a workflow specifically designed for the Tradesman Portal, tradespeople can report their completed services via the Tradesman Portal. They can only report services that are specified in a framework agreement.
First, the eTASK.Handwerkerportal must be set up.
Set up the eTASK.FM Procurement.SAP Interface. Afterward, it is possible to import credit order data, framework agreements, and framework agreement items, as well as FM orders. The imported data, in turn, forms the basis for further necessary steps to ensure the correct operation of the eTASK.Tradesman Portal. 📄 Gesellschaft für eTASK.FM-Bestellungen / SAP-Schnittstelle konfigurieren IC2085
Subsequently, the data required to use eTASK.Handwerkerportal can be imported into eTASK, and service providers can be invited to participate. These processes will occur regularly during the operation of eTASK.Handwerkerportal, e.g., when you want to connect a new service provider or when new framework agreements are available.
Importing credit order records. To connect a service provider to eTASK.Handwerkerportal and to export services reported there back to SAP, the credit order data must be imported from SAP.
📄 Kreditordaten aus SAP importieren IC2086Inviting service providers. After importing the credit order records, you can invite your service providers to join the eTASK.Handwerkerportal. The service provider automatically receives an email containing a link to set up their user account. They simply need to create a password before they are activated to use the eTASK.Handwerkerportal.
📄 Benutzer einladen IC2049Importing framework agreements. This import forms the basis for service feedback. Service providers can only create feedback for services specified in the SAP framework agreement. 📄 Rahmenverträge mit Kreditoren aus SAP importieren IC1995
Set up free-text items. If you want to give your service providers the option to enter services freely without having to adhere to the specifications in the master agreement, set up free-text items.
📄 Freitextpositionen konfigurieren IC2090Import FM orders.
📄 FM-Bestellungen aus SAP ins eTASK-System importieren IC1994
Note: Imported orders are automatically forwarded to the assigned service provider for acceptance. The automatic forwarding is performed by the timer job “GlWorkflowStepFollowSwitch”. Edit this timer job to monitor or adjust the forwarding behavior.
📄 Timer-Jobs aktivieren IC1544
Once this data is available, nothing stands in the way of service providers using the tradesperson portal.
Password assignment. After receiving an invitation from the operator of the tradespeople portal, the service provider receives an email. It directs them to the password assignment page so they can fully set up their user account.
📄 Kennwort als Teilnehmer am eTASK.Handwerkerportal erstellen IC2091Accepting or rejecting an FM order. After an FM order is imported, the assigned service provider automatically receives an email informing them that a new FM order has been assigned to them. They will receive three automatic email reminders about the order and can accept or reject the job.
📄 FM-Bestellung annehmen oder ablehnen IC2092Reporting Completed Services. Once the service provider has completed a service, they can report it via the contractor portal.
Submit partial invoices. As soon as the service provider has reported services worth at least €1,500, they can request a partial invoice before the job is completed.
📄 Teilabrechnungen einer FM-Bestellung einreichen IC2093Submit the final invoice. Once the work required under the FM order has been completed, the service provider submits the final invoice.
📄 Schlussabrechnung einer FM-Bestellung einreichen IC2094
Under certain circumstances, the operator must intervene to grant approvals and verify services. The following tasks may arise for the operator during the lifecycle of an FM order:
Cancellation of an FM order. If an FM order has been rejected, an employee of the operating company must determine how to proceed in order to have the work completed. For example, they create a different FM order and assign it to another service provider. The rejected FM order is canceled.
📄 FM-Bestellung stornieren IC2095Approval or rejection of a partial invoice. The operator reviews whether a requested partial invoice can be approved. The operator then approves or rejects it.
📄 Teil- oder Schlussabrechnung einer FM-Bestellung genehmigen oder ablehnen (Auftraggeber) IC2096Approval or rejection of a final settlement. The operator performs the same tasks as for the partial settlement.
📄 Teil- oder Schlussabrechnung einer FM-Bestellung genehmigen oder ablehnen (Auftraggeber) IC2096
After the partial or final settlement has been approved, Internal Audit may file an objection. In this case, the settlement is assigned to the client for re-examination.
📄
Teil- oder Schlussabrechnung einer FM-Bestellung genehmigen oder ablehnen (Innenrevision)
IC2097
If Internal Audit does not take action, the settlement is automatically processed 24 hours after approval by the client. If the client approves the settlement on a Friday after 12:00 p.m., the settlement is automatically processed after 67 hours.