Troubleshoot supplier job allocation
Check maintenance ID, property/address, supplier, email, existing job ID and amount.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Check maintenance ID, property/address, supplier, email, existing job ID and amount.
- Avoid duplicate jobs when job_id already exists.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Avoid duplicate jobs when job_id already exists.
- Once a supplier invoice exists, supplier reassignment and reactivation into early job states are blocked. A paid invoice blocks cancellation; an unpaid invoice may be cancelled when the job is voided. Use Revoke/Delete for an existing allocation rather than simply clearing its supplier.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Avoid duplicate jobs when job_id already exists. Once a supplier invoice exists, supplier reassignment and reactivation into early job states are blocked. A paid invoice blocks cancellation; an unpaid invoice may be cancelled when the job is voided. Use Revoke/Delete for an existing allocation rather than simply clearing its supplier.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.