Report Time and Expenses
Explanation
Use this activity to report time and expenses on the work done. Administrators can manage payment lines related
to orders.
| Status |
Description |
Next Status |
| Work Started |
This status is automatically set when any task linked to the Contractor Order is set to
Started. |
Work Done |
| Work Done |
Automatically set when all connected tasks are marked as Completed. |
Order Reported |
| Order Reported |
This status is set manually by the user via a button, indicating that all work is
completed, and the reporting/invoicing process can begin. |
Work Authorized |
Contractor Technician Reporting
Contractor Technicians can report time, material, and expenses directly in IFS Cloud once their work on a task
is completed. Reporting is done at the task level and generates payment lines automatically.
A Contractor Reporting command group is available when a Work Task is marked as Subcontracted.
It includes commands to access the relevant reporting dialogs:
- Contractor Time – Used to report time spent. Technicians record the hours worked by entering the
quantity, purchase part (defaulted from the contractor), unit of measure, transaction date and time, and any
comments. A payment line is then created automatically based on the reported time.
- Contractor Material – Used to report materials used. Technicians log the details of material
consumption by specifying the quantity, purchase part (defaulted from the contractor), unit of measure, price
(defaulted from the purchase part but editable), transaction date and time, and any comments. A payment line is
generated to capture the reported material usage.
- Contractor Expense – Used to report expenses incurred. Technicians record expenses by providing the
quantity, purchase part (defaulted from the contractor), unit of measure, price (defaulted from the purchase part
but editable), transaction date and time, and any comments. A payment line is created automatically to represent
the reported expense.
This ensures that contractor work can be fully logged in IFS Cloud, with all reported items tied directly to
Contractor Orders and available for review before authorization.
Prerequisites
- The Contractor Order must be in an active status (Accepted, Work Started).
- The Service Administrator must have permission to modify payment lines.
- Work Task must be marked as Subcontracted for Contractor Reporting commands to be
available.
System Effects
- Contractor Technicians can log time and material expenses, which automatically generate Payment Lines.
- Contractor Orders updated based on reported work progress, changing status accordingly.
- Service Administrators can view, add, edit, or delete Payment Lines, ensuring accuracy before finalizing
contractor payments.