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How to assign an Invoice to an Area and to a Division?
How to assign an Invoice to an Area and to a Division?

FieldInsight Area and Division features

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a year ago

When you have the FieldInsight Area and Division features enabled, your Schedulers and Senior Scheduler will be able to link an Invoice to an Area and a Division. However, prior to linking, you have to

  1. Enable the Area and the Division features from the System Fields settings first,

  2. then, create your list of Areas and Divisions selection.

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A PURCHASE ORDER

  1. Who can link an Invoice to an Area and/or a Division?

  2. Who can see the Area and the Division linked to a Purchase Order?

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:

  1. On the Projects form page, and

  2. on the Staff individual page

LINKING THE INVOICE TO AN AREA AND TO A DIVISION

Once the Area and the Division drop down selection are setup, simply scroll to the Invoice's Area and Division drop down and choose from the list.

Any update you made on the Invoice auto-saves so the next time you or someone opens the same Invoice, they will see the last selections and updates made by the last-touch-scheduler.

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