Use Case of Step 2 Configuration
- Anastasia Medovkina
Owned by Anastasia Medovkina
We configured the auto-approval process in the following way:
- Include
- Invoice Rate < Agreed Rate. Agreed labor rate: $25 per hour
- Invoice Markup % < Agreed Markup %. Agreed markup: 20%
- Invoice Time < WO Check-In/Out Time
- Up to 0,25 hrs (15 min)
- Invoice Price < Agreed Price. Agreed material price: $10
- Approved Rates exist.
- Category: Maintenance
- Trade: HVAC
- Max. total amount: $500
- Provider: all
Let’s see which invoices will be auto-approved, which will not be approved and why.
| Conditions | Invoice 1 | Invoice 2 | Invoice 3 |
|---|---|---|---|
| Agreed Rate | $25 | $25 | $25 |
| Invoice Rate | $26 | $25 | $25 |
| Invoice Markup | 19% | 15% | 15% |
| Invoice Time | 1.00 hrs (60 min) | 0,74 hrs (44 min) | 0,75 (45 min) |
| Check in/Out time | 0,50 hrs (30 min) | 0,50 hrs (30 min) | 0,75 (45 min) |
| Invoice Price | $8 | $9 | $9 |
| Approved Rates Exist | Rates exist | Rates exist | No rates for the HVAC trade |
| Category | Maintenance | Maintenance | Maintenance |
| Trade | HVAC | HVAC | HVAC |
| Total amount | $450 | $490 | $350 |
| Provider | iFixxServices | iFixxServices | FixClub |
| Result | Not approved | Approved | Not approved |
Result comments:
The Invoice 1 is not approved because it breaks the following configured rules:
- The Invoice Rate exceeds the Agreed Rate
- The Invoice Time exceeds the detected WO Check-In/Out Time by more than 15 min.
The Invoice 2 is approved even though the Invoice Time exceeds WO Check-In/Out Time by 14 min. 14 min is less than the configured rule – up to 0,25 hrs (15 min).
The Invoice 3 is not approved because the FixClub provider has no rates for the HVAC trade.
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