Contractor Work Orders
The Contractor Work Order is a part of the Work Order module of MEX.
It has been created for companies who use a lot of contractors in doing the work in their operation, with a focus on Purchase Orders and Invoicing, to allow for better management of the contractor work.
The target of the Contractor Work Order is that for companies that predominantly use contractors, it is easier to manage the work that is being done by the contractors.
To raise a Contractor Work Order, follow these steps:
The Work Order format is now set to ‘Contractor’, which has the following mandatory fields:
Once these three fields are filled out, it can be treated much like a regular work order, with the following exceptions on the Contractor tab:
The Contractor Portal
In MEX there is another login available that can be provided to contrators that work within your operation.
It is a safe way for them to process the that is allocated to them and to do the data entry instead of receiving paper copies of reports, Work Orders and invoices.
To set up a contractor portal use the following steps
Make sure security is turned on (From the Main Menu -> Control Files -> Security Switches and set Security System to ON.
A contractor will now be able to log into the Contractor Portal. This view allows for limited access to the MEX system. So, as a manger of MEX you can feel comfortable with the work performed by your contractors.
A contractor has the ability to notify their employer of the status of a job, including its completion. A green tick will be placed next to the Work Order Number in the Work Order Listing in MEX; the example below shows a job that has been completed by the Contractor ‘Cummins Diesel’.
The contractor can also directly create an invoice from within the contractor portal, which will then be associated with the Contractor Work Order that was assigned to them.
The manager can view the status of the work; invoices entered and can approve or reject any of these entries to manage the work done by external personnel.