Generating a Purchase Order indicates that the Service from the Vendor has been ordered and an Invoice from that Vendor is to be expected after the completion of the work. Important – PO’s should be generated no later than 1-2 days after a Service is performed to avoid unnecessary delays in Invoice processing. Prior to […]
Articles Tagged: Service
Service WorkQueue
The left side menu for Fairwater has a menu option called Service WorkQueue. Clicking on this option will open a list view of all Service Items for the Office. You may open a Port Call by clicking on the Vessel Name (opens in a New Tab). You can quickly view the Workflow Status of Service […]
Vendor Service Workflows
Each Vendor has been preset for one of four Workflow Types: Don’t Send Service Request & Don’t Send Purchase Order Don’t Send Service Request & Send Purchase Order Send Service Request (No Vendor Reply) & Send Purchase Order Send Service Request (With Vendor Reply) & Send Purchase Order Service Request – An Email to the […]
Service Templates
SAVE AS TEMPLATE – Clicking the button will allow the user to save the currently listed Service Items (Saved) as a Template for future use. Templates are unique to each Office and as many can be created as needed to meet the needs of the Office. Templates may optionally save the Vendors selected but do […]
Service Items – Purple shading
If you see a Service Item has been highlighted in purple this indicates that one of the variables used to calculate the Amount has changed. When you see this you’ll need to click on the Amount to open the Line Item Details. In the Line Item Details you will also see purple highlights telling you […]
Service Item – Line Item Details
The Line Item Details Grid is where users edit the details that make up the pricing for the Service Items. To add additional Items click Insert Row for a new record to be added to the grid. With the new record select the Tariff Item field and enter the Item to be added. The drop […]
Sub Contract Vendor (Contra)
Sub Contract (aka Contra) Definition – A Vendor that we contract to perform Services on our behalf where we are up charging our invoice to the Customer. These are Port Captains that are not on our Payroll, Transportation Companies we hire, etc. These vendors do not send Disbursement Accounts, they send regular Invoices. These invoices […]
Service Items
The Service Item Grid is where users add Vendor Services. Click Insert Row for a new record to be added to the grid. With the new record select the Code field and enter the Item to be added. The drop down list will display Items matching what has been entered. Items that have a Vendor […]
Vendor Tariff Calculations
The Port Call Service Items are linked to Vendor Tariffs which in many cases compute the Amounts. The mathematical expressions in the Vendor Tariffs are dependent upon fields from the Vessel and Port Call you are working on. It is necessary for you to enter the needed values in your Pre-Call/Port Call for the Service […]
Vessel Particulars/Specifications
If your selected Vessel does not have complete information in the Vessel Master Table you will need to input values for these. Many of the Tariff calculations are dependent on Vessel particulars so without this information the Amounts will not be correct. If you have permission you can update the Vessel information by going to […]