Troubleshoot supplier completion
Check status value, notes/photos limit, supplier/job ownership and existing invoice.
Exact navigationSupplier Portal → job
Before you begin
- Use an account with Administrator/supplier and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Check status value, notes/photos limit, supplier/job ownership and existing invoice. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Supplier Portal → job.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields, choices and supported possibilities
Exact actionTroubleshoot supplier completion
Exact navigationSupplier Portal → job
Module version1.0.0
Access ruleAdministrator/supplier
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Maintenance requestProperty, tenant, subject/issue, priority, status, supplier, assignee, cost and administrative note.
Supplier work orderJob title/description, property/manual address, allocated amount, supplier notes, photos and completion evidence.
Financial linkSupplier invoice status, amount/final amount, payment mode, transaction ID and payment comments.
Code-backed validations and workflow rules
- Maximum 10 photos; completion can create one Pending supplier invoice.
- Maintenance hub visibility is tied to customer-view access in the registered menu.
- Supplier completion can create a Pending supplier invoice when one does not already exist.
Expected result and verification
- The supported troubleshoot supplier completion flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.