Confirm meeting a milestone for your service from Employee Center

Provide confirmation from Employee Center on whether the supplier has met a milestone for a service you had ordered, so that payment can be processed to the supplier for that milestone. If a milestone hasn’t been met by the due date, you can raise a cancel request or propose a new completion date.

Vorbereitungen

To provide confirmation on meeting the milestone for a service you had ordered, you should have received the service by the due date or milestone that you had defined when placing the order. The milestone is displayed on the completion date defined on the milestone.

Role required: sn_shop.shopper

Warum und wann dieser Vorgang ausgeführt wird

This confirm milestone completion task is automatically created by the system on the target completion date. This task is active for a day, after which it becomes overdue.

Prozedur

1. Navigate to All > Employee Center > My Tasks.
2. Select the task that you want to work with.
3. View details of the task, such as task number, due date, state, primary contact, milestone, expected completion date, payout amount, and so on.
   You can track the updates on the selected task from the Activity tab. You can also view and upload attachments associated with the task from the Attachments tab.
4. Do one of these actions.

   Action	Description
   Comments	Provide your response, if any, and select Confirm.
   Request to cancel	Request to cancel the milestone altogether. On the Request to cancel milestone window, provide your reason for canceling the milestone, and select Submit.
   Propose new completion date	Push the milestone to a later date. On the Propose a new expected completion date window, pick a new completion date, provide your reason for changing the date, and select Submit. Hinweis: Milestones can be received in percentage and amount, but can only be deferred if not complete until they’re processed for the full milestone. This is because milestones are parts of the whole, and partials aren’t supported.

Nächste Maßnahme

You can view the completed task in the Completed tab after the fulfiller has also reviewed and confirmed that the task is complete.