A new button has been added to the Invoice/Work Request/Work Order Ribbons (shown above) that will allow you to attach one or more approved T&M Auth Forms. This process is identical for all programs that use the T&M form so anywhere below that references Invoice will indicate Invoice for TMC or PO, Work Request for VMC, or Work Order for OVMT.
Select the button to open the Attach Auth screen. Only approved forms that match the week ending date, division, district, and order# for the selected invoice will be displayed. Select the form you want to attach to view it. Select the checkbox next to the form name to attach the form and all supporting documents attached to that form. You may select (attach) multiple forms from this screen. After selecting the checkbox for the desired form(s), click the Attach button to attach the selected form(s) to the current Invoice. To abort attaching any forms simply click Cancel.
Clicking the "Include non-approved forms" checkbox will display all forms that match the Invoice criteria. They cannot be attached to an invoice unless approved, but are available to view in case you want to see any applicable forms that are still pending approval.
Sort Form
Allows you to sort forms by name, date created (ascending or descending)
Select view for Approved only, Include Hidden Approvals, or All forms matching criteria (including not approved). Only approved forms can be attached to an invoice so the check box will be grayed out for all non approved forms.
Allows user to hide approved forms so they don't show up anymore. You can un-hide by selecting "Include Hidden" from the list filter, and then un-checking the hide button.
This is a view of all forms. Note that the non approved forms will have a different icon based on the form status and cannot be selected to be attached to Invoice.
Once the form is attached, it will be displayed on the Docs tab of the Invoice. Any documents attached to the form itself will be shown within the form document as shown below. Deleting the form from the Docs tab will also remove the form's supporting documentation.
Required Document
For programs that have a required documents list, the T&M for requirement will be automatically checked to satisfy the requirement for "T&M req and just form".