Validating services

DMF	1921** WEB PORTAL VALIDATE SERVICES * 192107 WEB PORTAL VALIDATE SERVICES SEARCH

Akuiteo allows you to bill services carried out (for example a payslip or a final settlement) by tracking the produced quantities on services as well as the employee's timesheet entries. The produced quantities are then used for billing the customer, depending on the service produced.

Services are specified from a quotation containing service lines. A set up must be done beforehand from the Desktop Application. This service quotation must be Signed to specify services. Once the service is specified by the employee, it is sent to the manager so they can validate it and to bill it to the customer. The employee can modify the service at any time, as long as it has not been validated, denied or billed.

Important

The partitioning by customer or company is checked when searching for services to validate and opening them. If you are partitioned by company and/or customer and you want to access services out of your partitioning, you need to have one of the following DMFs:

192103 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS LINE MANAGER;
192104 WEB PORTAL VALIDATE SERVICES VALIDATE SERVICES AS PROJECT MANAGER.

For more information about partitioning, refer to Restricting user access.

Reference

For more information about the creation of a quotation containing service lines and the associated setup, see Creating a quotation;

For more information about billing services, refer to FacturationPrestationsDevis batch.

For more information about services declaration by an employee, see Services.

Services are validated, denied or billed from the Manager module > Services menu.