How to Update Vendor and Vendor Rates to Existing Scheduled Service with out Scheduled Invoice Auto Generation

Step 1

1. Update Vendor and Vendor Rates based on Trade, Services, Site(s), and Priority (1) for Rate Level of Site Assignee.  
2. Bulk update through Per Service Template and upload through Rates & Assignee -> Per Service  

1. Update single site through Site Profile Service Rate

Step 2

1. Navigate to Scheduled Service
2. To find the Scheduled Service to update, filter by either:
   1. Scheduled Service Number
   2. Trade & Service
   3. Service
3. Select the ‘pencil’

Step 3

1. Select ‘Back’

Step 4

1. Check box to select all locations
2. Or include sites, via ‘Sites’ filed, where Vendor(s) and/or Rate Change(s) needs to be updated
3. Select ‘+ Bulk Assign Services’
   1. Note – If more than 10 sites first select
      
      

Step 5

1. Select ‘x’ to clear all Vendor Assignments and Vendor Rates
2. Wait a moment until all Vendor Assignments and Vendor Rates are removed 
3. Select ‘+ Service to Work Order and Invoice’

Step 6

1. Select the Service w/in the ‘* Service Name’ drop down
2. Select the Item Name w/in the ‘*Select/Add Generic Item Name’
   • Ensure both a. and b. selection are the same selection when originally creation of the Scheduled Service
3.  Select ‘Submit’

Step 7

1. Select ‘Assign The Vendors Associated’
2. Select ’Save’

Step 8

1. Select ‘Continue’

Step 9

1. Select ‘Continue’

Step 10

1. Select ‘Finish’

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