INGENIOUS.BUILD

With the ability to request a revision in INGENIOUS.BUILD, you can easily have vendors adjust submitted invoices to ensure accuracy and alignment with your project needs. This feature saves time and streamlines communication, reducing errors and delay

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You will first need an Invoice that has been submitted from a collaborating workspace

You must be the Current Approver of the invoice for which you wish to request a revision.

- You will first need an Invoice that has been submitted from a collaborating workspace
- You must be the Current Approver of the invoice for which you wish to request a revision.

Request a Revision of specific SoV/WBS lines

Navigate to the Invoice that you would like a revision requested and sent back to the vendor who submitted the invoice workspace.

Select the 2. SoV/WBS tab in your invoice

Click Adjust for Revision next to the SoV/WBS line you would like the vendor to revise.

You will see a pop up window with the information from that line. You can edit each field shown in this pop up window and add any notes in the Comments field before clicking Adjust at the bottom right.

You will then need to click the Request Revision button at the top right for this request to be submitted to the vendor. The vendor will be able to edit the invoice at this time. ​

1. Navigate to the Invoice that you would like a revision requested and sent back to the vendor who submitted the invoice workspace.
2. Select the 2. SoV/WBS tab in your invoice
3. Click Adjust for Revision next to the SoV/WBS line you would like the vendor to revise. 
4. You will see a pop up window with the information from that line. You can edit each field shown in this pop up window and add any notes in the Comments field before clicking Adjust at the bottom right.
5. You will then need to click the Request Revision button at the top right for this request to be submitted to the vendor. The vendor will be able to edit the invoice at this time. ​

This is what the Invoice will look like on the Vendors side once a Revision is Requested.

 Request a Revision for Any Other Details of the Invoice

Click the ellipsis at the top right and select Request Revision.

Type in the details of what you would like Revised in the pop up window shown below.

Click Request Revision at the bottom right of the popup window.

1. Navigate to the Invoice that you would like a revision requested and sent back to the vendor who submitted the invoice workspace.
2. Click the ellipsis at the top right and select Request Revision.
3. Type in the details of what you would like Revised in the pop up window shown below.
4. Click Request Revision at the bottom right of the popup window.

Here is what your vendor will see once you Request a Revision

Once a revision is requested the Vendor will be able to adjust the requested SoV/WBS or edit the entire invoice.

Note: Once your vendor adjusts their invoice based on any requested revisions they will still need to internally approve the invoice and re-submit te invoice to you as their client.

Now you know how to request a revision for an invoice, whether for specific SoV/WBS lines or other details. This ensures the invoice is accurate and meets your requirements before final approval.

This article explains how to request invoice revisions from vendors, including steps for editing specific line items or overall details.

Overview

Prerequisites

Process

Request a Revision of specific SoV/WBS lines

Request a Revision for Any Other Details of the Invoice

Here is what your vendor will see once you Request a Revision

Summary