Overview:

This screen is part of the Contractor Daysheets module and is used by managers to review contractors' daysheets and by the supervisor to approve internal or external entries. Contractors have a Daysheet Portal view available so that they can review approvals and rejections of their daysheets.

Screen Guide:

List View:

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• Date is the date this daysheet was entered for, and also serves as a link to the Daysheet Details View section below.

• Schedule is the Contractor Schedule used.

• Supplier is the supplier company from the schedule.

• Job is also from the schedule.

• Description is the description of the job.

• Status shows the current status of each daysheet:

  • Entered is the base status when a daysheet is entered and is awaiting review.

  • SV Approved stands for Supervisor Approved when the entire daysheet is approved in the Daysheet Details View step.

  • Rejected is shown if any part of the daysheet is rejected by the approver.

Daysheet Details View:

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Once you click on the Date field of any line you will be navigated to the detail view. You can navigate between dates using the Daysheet Date field rather than returning to the previous screen.

The objective for the schedule supervisor is to review the entries and notes ensuring that they are valid. If you agree with the entries, tick the SV Appr (Supervisor Approve) button, or if there is a discrepancy, tick the Reject button. Utilise the Approval Notes field to address comments or reasons for rejection.

If there are rejected lines, you can use the Email Rejections button to notify the supplier's billing contact of the rejection:

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They can view the rejection and return with any queries or resubmissions to the supervisor.

In the case an approved line needs to be unapproved, the system will first verify that the Daysheet line has not been process yet in an AP Voucher or an AP Invoice, or that the Jobtransaction linked to this Daysheet line has not been billed or exported to the financials. If the line can be successfully unapproved, the Job transaction associated with this Daysheet line will be deleted, and a new one will be created upon approval again.

Next Steps:

The supervisor should approve or reject all daysheets up to the current billing cycle as only approved daysheets will be available when creating the RCTI/BCI during the AP Invoice process.

The accounts team should have a process that governs how RCTI/BCI invoices are created and on what schedule.