Self-recording of a performance record by the customer

Within Onventis you have the possibility to enter a performance record yourself. This function is useful if, for example, the supplier has no possibility of accessing Onventis via the Internet and sends you a proof of performance by another means. A prerequisite for the self-entry of a proof of service is the activation of the option Proof of service can be entered by customer in the order processing workflow.

To enter a performance record for the supplier, click on the New Performance Record… button. button or open the desired order and click in the action menu on the New… button.

In the new window, you can maintain the activity statement data. After you have maintained the data, you must send the proof of service to your organization via the Send button, on behalf of the supplier. In the dialog box you are asked to confirm your entries:

Confirm the dialog with the OK button, you can cancel the process with the Cancel button.

If a service acceptance workflow is activated for the release of the proof of services, the proof of services is sent to the approver. If you, as the ordering party, have to release the service entry, you can approve or reject the service entry.

The posted proof of service is visible in the Follow-on documents tab of the purchase order.