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Help Topic: Who are the Delivery and Commercial Contacts?

This lesson explains the difference between the Delivery and Commercial Contacts within the Assignment/Project record

Delivery Contact - The person you've dealt with at the job level, that pulls through into the assignment. They will also be the contact that receives submitted timesheets for approval.

Commercial Contact - When you raise an invoice from an assignment this person will automatically be pulled into the invoice. They can also be used as a secondary timesheet approver.

Invoice Contact on Company Record - Overrides the commercial contact when invoices are created. The Commercial contact is secondary to this field.

*If you choose to have the commercial contact as a secondary timesheet approver, please note that when a candidate submits their time both the delivery and commercial contacts will receive alerts to approve the time, and whomever does it first will be the approver.