1. Lease Origination User Guide
  2. Vendors
  3. Follow-up Tab

16.4 Follow-up Tab

The Work Orders link lists the work orders that are not complete and hence require follow-up.
  1. Click Origination > Origination > Vendors > Follow-up tab. The details are grouped into two:
    • Work Order Follow-up
    • Assigned Services
  2. In the Origination > Origination > Vendors > Follow-up > Work Order Follow-up, perform any of the Basic Operations mentioned in Navigation chapter except for creating a new record.

    Figure 16-5 Follow-up


    Description of Figure 16-5 follows
    Description of "Figure 16-5 Follow-up"

    A brief description of the fields is given below:

    Table 16-11 Follow-up

    Field Do this
    Company Displays the vendor company.
    Branch Displays the vendor branch.
    Followup Dt Specify the next follow-up date. You can even select the date from adjoining Calendar icon.
    Work Order # Displays the work order number.
    Dt Displays the work order date.
    Account Displays the account associated with the work order.
    Vendor Displays the vendor associated with the work order.
    Status Select the work order status from the drop-down list.
    Status Dt Displays the last work order status change date.
    Work Order section
    Currency Displays the currency for the work order.
    Estimated Displays the estimated amount, which is the sum of all the services added to the work order.
    Billed Amt Displays amount billed by the vendor for the work order.
    Paid Displays amount paid to the vendor for the work order.
    Vendor Information section
    Contact Displays the vendor contact name.
    Phone Displays the vendor contact phone number.
    Extn Displays the vendor contact phone number’s extension.
    Comment Specify a comment.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

This section consists of the following topic:

Parent topic: Vendors