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Identify Service on Order so that no GRN is required

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invoices.

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    • Sarah Egginton
      Nov 8, 2023

      Could you explain how this would work please as a number of services would still need confirmation that it had occurred or been completed prior to the invoice being paid.

    • Admin
      Graham Fain
      Aug 30, 2023

      Afternoon Paul
      Thanks for the message-sorry for not getting back sooner. We have reviewed this again today and agreed it should move into our schedules for development. Before we begin however, we have some some details to work through and creating additional processes to handle balance write-offs. When I know more I will share details to make sure they cover your use cases.

      Regards
      Graham

    • Paul Wood
      Aug 30, 2023

      Hi Graham

      The status is 'awaiting further feedback' what more information is required?
      Thanks,
      Paul

    • Paul Wood
      May 17, 2023

      Hi Graham
      For me the use of this function would be aimed towards things like Utility invoices or invoices paid via Direct Debit.
      You mention in your response about the use of Value Reducing orders, these are good for things like exams or capital projects however improvements are required for writing off balances as it can create unwanted data.

      Thanks,

      Paul

    • Admin
      Graham Fain
      Mar 30, 2023

      Thanks for your suggestion. Would you mind sharing a bit more background:

      Professional services - would it not be prudent to track that the service has been received completely? Could this be created as a value reducing order?

      Exam fees - could you explain further how these are paid - does a fixed amount have to be paid regardless of how many sit the exam / how would you ensure the correct number of seats are paid for?

      Recurring invoices for leases - Could you confirm the types of leases / frequency, and how many you are getting?

      Are there any other scenarios that you feel that a GRN is not required?

      Many thanks :)