Using Decision Engine to Review Service Automation Invoices with Asset Intelligence

    The Asset Intelligence tool displays within the invoice under the location information, as illustrated below. Click on Asset Intelligence to expand the asset intelligence data.

    Note: The Asset Intelligence link will only display if the invoice for the work performed is linked to a particular asset.

     

    Invoice Asset Intelligence Data

    Using Asset Intelligence to Review invoices

    When you receive invoices from service providers you may approve, reject, or place them on hold for further conversation with your team and/or provider. Information on the asset being serviced can be useful in helping you determine the appropriate action to take. It also serves as an early warning as to whether the asset needs to be replaced before another work order associated with the asset is submitted.

    Within the Asset Intelligence section, you can drill down for further information:

    1. Click the asset name or Tag ID to open the asset record in a new tab
    2. Click the View link for Completed Work Orders and In-Progress Work Orders to open a view of historical work orders related to the asset
    3. Click the View link for All Invoices for this Asset to open a view of all historical invoices related to the asset

    See Taking Action on Invoices for more information on how to proceed on invoices once you have reviewed the Asset Intelligence information.