If services were ordered via an FM purchase order, the services rendered can be reported through the eTASK.FM portal. They are automatically assigned to the purchase order and can then be processed and billed via eTASK.FM Procurement and related eTASK functionalities.
Prerequisite
There is a purchase order line to which the service confirmation refers
Procedure in the FM Portal
Path to the starting point: In the email containing information about an existing order, click the provided link
In the Service Confirmations information area, click the plus icon:
Green circular icon with white checkmark indicating successful completion or approval
A window for entering a new service report will open.
You have two options for creating service reports:
Services under the framework agreement: Select the contract service, optionally enter a description, specify the quantity, and click Save.
Service items with freely definable descriptions (“Free-text items”): Select the free-text item, enter a short description, order text, and quantity, as well as an optional description. If you only want to create one report, click Save. For multiple reports, use the Save & Continue button.
Note: Your company may not have any free-text items available.
The service confirmation is added to the Service Confirmations section.