You may need to change the Inspection Invoice Instructions in the nomination. If no invoice has been created for the corresponding worksheet, the you can revise the nomination.

If an invoice has been created against a worksheet, the Inspection Invoice Instructions can only be changed if the invoice is in a Draft, Submitted for Approval, Void, or Disputed state. For a complete list of states and their implications, see Invoice and Revised Nomination Status and Flowchart.

When the Inspection Invoice Instructions are changed in the nomination, the Bill To Invoice Party in the invoice is cleared. The inspection company needs to update the Bill To Invoice Party before submitting the invoice.

You may need to change the Internal Cost Allocations in the nomination.  If no invoice has been for the corresponding worksheet, you can revise the cost allocations at any time.

If an invoice has been created against a worksheet, then the internal cost allocations can be changed if the invoice is not in the Batch, Submitted for Payment, Paid state.

For a complete list of states and their implications, see Invoice and Revised Nomination Status and Flowchart,

When an internal cost allocation is revised, the inspection company does not see any changes to the invoice and will not need to make any edits to the invoice. For more information, see the steps below.

Changes to Invoice Instructions

If you change the Invoice Party for a parcel and that parcel is part of an invoice with other worksheets, the Invoice Party changes will cascade to the other worksheets linked to the invoice.

Changes to Internal Cost Allocations

If two or more worksheets are linked to one invoice and you change the split percentage between Invoice Parties for a parcel, this change does not affect other parcels. These different worksheets can still be linked to the same invoice since the split percentage between Invoice Parties does not affect which worksheets can be linked to the same invoice.

However, because the worksheets must have the same internal cost allocations, including the internal split percentage, if you change a Cost Centre's split percentage in one parcel, this change cascades to the other parcels linked to the invoice. For example, if you change Parcel 1's internal split percentages from 50/50 to 60/40, then Parcel 2's internal split percentages would be updated to 60/40 as well.

Rules for Linking Worksheets to One Invoice

Navarik Inspection uses a few rules for linking multiple worksheets into one invoice:

If an invoice has been created against a worksheet, the Inspection Invoice Instructions are not editable.

To edit the instructions, you need to set the invoice status to Disputed or ask the Inspector to set the invoice to Void. You can then change the Inspection Invoice Instructions or the internal cost allocations in the nomination.

If the invoice was voided, the inspector must submit another invoice for this parcel for the payment to be processed correctly. A worksheet may have more  invoices than the Inspection Invoice Instructions require, but all but one will be in the Void state. As the operator, you must tell the inspector to resubmit the invoices.

This only applies to changing the Invoice Party under Inspection Invoice Instructions and does not apply to the internal cost allocations.

You can edit the internal cost allocations until the invoice has been batched and paid. For a complete list of states and their implications, see Invoice and Revised Nomination States and Flowchart.

The system sends an email to the inspection company with the new invoice instructions.

The modification options appear.