To view a contractor statement

The procedure to view a contractor statement is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contractors. The Contractor Details window is displayed.
2. Select a contractor from the alphabetical list or type their name into the Search Contractors field. By default the list is filtered to show Current contractors. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct contractor displayed, click on Statements. The Statements tab is activated, revealing a list of current statements in the Statements summary table.
4. Click on a statement level pointer icon () to expand the statement. The Work Order Details tab is activated, revealing the associated works order details lines contained in the statement.
5. Click on Status History. The Status History tab is activated, revealing the status progression of the statement, specifically the Status description (e.g. Open Statement, Completed Statement), the Changed Date and the Changed By (the end user who applied the change) data fields.

Note

1 The Search Contractors field will match against any element of the contractor name.

See related topics...

To create a contractor statement

To cancel a contractor statement

To create a new contractor

Contractor record maintenance overview