Queries regarding invoice items/payment: A ticket is generated for the email sent by the FL
Scenario 1: The FL sends an email regarding an assignment that was completed in the current month but had not been added to the work order.
Open the WB dashboard, click on Navigation and then on the Invoice line item button.
Once the invoice item page is opened, in the Title field, enter the job code(s), select the job codes(s), change the status to Approve, and press Apply.
Scenario 2: The FL sends an email regarding an assignment that was completed in the previous month or before.
Open the job page using Solr search, put a time-based To-Do with date selected as the 1st of the ongoing month.
The CoE PM will then action the To-do accordingly.
Scenario 3: An email is sent by the FL regarding an assignment that was completed in the previous month or before or if the assignment is of the current month, which relates to an amount calculated according to the word count (less/more) or according to the percentage paid (50% or 70%).
Add a time-based To-do on the job page (with the required information) to add a new line item for the assignment in question.
The CoE PM will then action the To-do accordingly.