How to manually create a vendor payment request for an approved work order
- Click on the Work Management Menu > Work Order
- Click on List of Work Orders from the dropdown menu then click on the applicable work order
- Click on the edit button on the applicable work order, to open the work order in edit mode.
- On the Details Tab, click on the Create Payment Requisition link
- The payment requisition is created, complete the fields as required.
- Click on the “Request approval”, box, and then select the managers to approve in sequence
- then click the Done button
Note that if you selected the “Auto-create payment requisition” button, the payment requisition will automatically be created after the completion of the job.