Creating a Filter for Pending Vendor Invoice

This article will go over how to create a filter so that you can follow up on your work orders that are in "Pending Vendor Invoice" status. These are work orders that need to have invoices submitted to start the billing process.   

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1. When on the Vendor Directory list click the client you need. You will now be on the work order list view. Select the “Clear Filters” button then the “Submit Query” button. This will refresh your work order list to show all the work orders assigned to your company.

2.  To select the statuses you want to filter for, you will click on the “Work Order Status” filter option. This will drop down a list of statuses. In this example you will be selecting Pending Vendor Invoice to keep up with work orders that you need to submit an invoice on. You will have to scroll down on that list to get to the statuses you want. Please note that each time you select a status, you will have to select the dropdown again to add an additional status. Your filter should look like the picture with letter E on it when you click the drop down after you add your statuses. Be sure to hit “Submit Query” in order to bring up all of your work orders in those statuses.

3. You are able to save your filter.  To save your filter, you will click the “Save” button in the middle of the page. You will see a pop up labeled as “Save User Filter”, you can name your filter and save . This one we named Pending Vendor Invoice. To access your saved filters, you will go to the top left of the screen, and hover over “Filter”. You will be able to find your named filter and select. The page should then refresh to show the items that meet your saved filter requirements. 

Invoicing Links: 

NOTE: There are 4 different modes for invoicing. Choose your article accordingly.

Mode 1:

How to Invoice WEB work orders: https://fmpilot.zendesk.com/hc/en-us/articles/206564538-How-to-Invoice-WEB-work-orders-Mode-1

How to Invoice PM work orders: https://fmpilot.zendesk.com/hc/en-us/articles/203271794-How-to-Invoice-PM-work-orders-Mode-1

• Abercrombie, AERO/SPARC, David's Bridal, Dollar General, Eyecare Partners, FedEx, L'Oreal, New Seasons, Pet Supplies Plus, Ross, Sherwin Williams

Mode 2

How to Invoice WEB work orders: https://fmpilot.zendesk.com/hc/en-us/articles/226500008-How-to-Invoice-WEB-work-orders-Mode-2

How to Invoice PM work orders: https://fmpilot.zendesk.com/hc/en-us/articles/235970647-How-to-Invoice-PM-work-orders-Mode-2

• GNC, Home Depot, Office Depot/Office Max, Pep Boys, Vitamin Shoppe

Mode 3

How to Invoice WEB work orders: https://fmpilot.zendesk.com/hc/en-us/articles/360001870693-How-to-Invoice-IFM-WEB-work-orders

How to Invoice PM work orders: https://fmpilot.zendesk.com/hc/en-us/articles/360001875154-How-to-Invoice-IFM-PM-work-orders

• Aarons, IFM, Lbrands, Savers

Mode 4

How to Invoice WEB work orders: https://fmpilot.zendesk.com/hc/en-us/articles/4405159792919-How-to-Invoice-WEB-work-orders-Mode-4-

• DaVita, Dollar Tree/Family Dollar, T-Mobile/MetroPCS, FedEx

 Service Provider further warrants that all materials, equipment and labor supplied to CBRE is and shall be free from errors, faults and defects in workmanship, construction, structural and functional design, material and operations and in conformance with the requirements of this Agreement and the applicable Work Order for a period of twelve (12) months following the completion of the Services to CBRE’s satisfaction; provided, that if any longer warranty period is specified for any materials, equipment or workmanship under any plans or specifications, this Agreement, a Work Order or any manufacturer’s warranty, the longer warranty period shall govern.  Service Provider shall ensure that all materials and equipment that have a manufacturer’s warranty are registered with the manufacturer in Client’s name.