Standard Operating Procedures

Attach a Service Contract to a Phase

 

PURPOSE:  When a HuskyBuy Blanket Order PO is created, it integrates to AIM as an AIM Service Contract.  If services are required on a work order phase and the HuskyBuy Blanket Order PO is utilized then the AIM Service Contract must be manually attached to the work order phase.  The vendor must place the work order and phase on the invoice in order for the payment to get associated to the work order phase.  

 

 

 

PROCEDURE:

 

1. Within the work order phase click edit
2. Navigate to the lower right hand corner of the phase screen
3. Click on the list selection for the contract type and choose Service Contract
4. Click the magnifying glass in the Contractor field to search for the contractor
5. Type in the name of the vendor in the Description box and click Execute
6. Choose the vendor
7. Choose the PO
8. Enter the dollar amount of the service if known
9. Choose Save
10. Supply the vendor with the work order and phase number and request that this be on the invoice	180209-018495 001

 

 

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ROLES USED:

 

Supervisor:

 

Finance:

 

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