The SRF Tab displays the Service Request Form information for a work order. Service Request Forms are an optional facility that authorises a contractor to perform work required to complete a work order. You may only need to raise SRFs if your organisation requires written approval before contractors are allowed to commence work. There are several flags on the Work Order Defaults window that control the behaviour and relationship between work orders and SRFs.
The information contained on the SRF tab is:
Vendor - This is the name of the vendor that the SRF will be sent to. The vendor is automatically filled in by Pinnacle, and cannot be edited. The vendor is the vendor for the contract that is attached to the work order.
Address - This is the address of the vendor. Pinnacle will default the address from the address for the vendor in the Suppliers table, but you can overwrite the address if you wish.
Roll Up - This is only displayed if you enable the "Display Rolled-up Budget Codes on SRF Tab" flag on the Work Order Defaults window. It shows the top level (or "rolled up") component 1 and component 3 codes for the work order's budget code.
Contract - This is the contract ID for the work order. Pinnacle will automatically fill in the contract ID, and you cannot change the contract ID from this tab.
SRF Status - This is the current status of the SRF for the work order. This is automatically assigned by the system and cannot be edited. The SRF can have a status of Registered, Certified, Authorised, Faxed or Rejected, or the status can be blank.
Phone - This is the vendor's phone number. The phone number is automatically filled in by Pinnacle, and cannot be edited.
Fax - This is the vendor's fax number that will be used when SRFs are automatically faxed to the contractor. Pinnacle will default the fax number from the fax number for the vendor in the Suppliers table, but you can overwrite the fax number if you wish.
Job Description- This is a description of the work to be undertake. The Job description will default to the work order description, but you can edit the SRF Job Description if you wish.
Estimate Includes Tax - This indicates whether the estimated cost includes Value Added Tax. If the estimate includes tax, the Estimate Amount field will be disabled, and you can only enter amounts into the Estimate VAT and Estimate Total fields. If the estimate does not include tax, the Estimate Total field will be disabled, and you can only enter amounts into the Estimate Amount and Estimate VAT fields.
Estimate Amount - This is the estimated cost to complete the SRF, if no fixed quote has been provided by the vendor.
Estimate VAT - This is the amount of Value Added Tax payable on the Estimate Amount. Pinnacle will automatically calculate the amount of VAT based on the Estimate Amount, but you can overwrite this if you wish.
Estimate Total - This is the total estimated cost to complete the SRF. If the estimate does not include tax, this field is calculated as the Estimate Amount plus the Estimate VAT.
Quote Includes Tax - This indicates whether the quoted cost includes Value Added Tax. If the quote includes tax, the Quote Amount field will be disabled, and you can only enter amounts into the Quote VAT and Quote Total fields. If the quote does not include tax, the Quote Total field will be disabled, and you can only enter amounts into the Quote Amount and Quote VAT fields.
Quote Amount - This is the fixed quoted cost to complete the SRF.
Quote VAT - This is the amount of Value Added Tax payable on the Quote Amount. Pinnacle will automatically calculate the amount of VAT based on the Quote Amount, but you can overwrite this if you wish.
Quote Total - This is the total quoted cost to complete the SRF. If the quote does not include tax, this field is calculated as the Quote Amount plus the Quote VAT.
Reference - This is the reference number for any quote provided by the contractor.
Date - This is the date that the quote was provided by the contractor.
Certified On - This is the date that the SRF was certified. Pinnacle automatically fills in the date when the SRF is certified, and you cannot edit it.
Certified By - This is the name (first initial and surname) of the user who certified the SRF. Pinnacle automatically fills in the name when the SRF is certified, and you cannot edit it.
Certify Position - This is the position of the user who certified the SRF. Pinnacle automatically fills in the position when the SRF is certified, and you cannot edit it.
Certified At - This is the time of day that the SRF was certified. Pinnacle automatically fills in the time when the SRF is certified, and you cannot edit it.
Authorised On - This is the date that the SRF was authorised. Pinnacle automatically fills in the date when the SRF is authorised, and you cannot edit it.
Authorised By - This is the name (first initial and surname) of the user who authorised the SRF. Pinnacle automatically fills in the name when the SRF is authorised, and you cannot edit it.
Authorise Position - This is the position of the user who authorised the SRF. Pinnacle automatically fills in the position when the SRF is authorised, and you cannot edit it.
Authorised At - This is the time of day that the SRF was authorised. Pinnacle automatically fills in the time when the SRF is authorised, and you cannot edit it.
Faxed On - This is the date that the SRF was faxed. Pinnacle automatically fills in the date when the SRF is faxed, and you cannot edit it.
Faxed By - This is the name (first initial and surname) of the user who faxed the SRF. Pinnacle automatically fills in the name when the SRF is faxed, and you cannot edit it.
Faxed At - This is the time of day that the SRF was faxed. Pinnacle automatically fills in the time when the SRF is faxed, and you cannot edit it.
Pinnacle will also indicate (next to the Estimate and Quote fields) whether the supplier is tax registered.