1. Go to “Procurement”, then down to “Invoices” and then “Create an Invoice”.

1. Invoice # - Invoice number must be unique per vendor and cannot be a number already used.
2. Invoice Date
3. Invoice Amount
4. Bill to Department
5. Payment Date
6. Supplier
7. Click “New”.

Adding Lines Items - On the “Details” tab, click on “Items”. This will allow you to search and attach items to your document.

1. On the Add Invoice Details page, utilizing the search fields will assist you in locating the items you need.
2. Check mark the items that need to be added the document.
3. Once all the Items that need to be added to the Invoice are selected, click “Enter Selected Lines”

4. Key in the order quantity and click “Create Selected Lines”.

Adding a Document – If you have need to pull in a Receiving Document into the Invoice, click on “Documents”

1. Search and select the document you would like to add to the Invoice and select either “Add All Lines” to add all the items from the document or “Enter Selected Line” to select certain lines from the document to add to the invoice.

1. Make sure Invoice Amount and Calculated Payment match. If they don’t match, you will not be able to Post Payment.

2. Click “Update”.

3. Click on the “Post Payment”.

4. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the request to yourself as well as to others.
5. To finish click on the “Finalize” button.

Terms: use the line terms to add Tax, Freight, Discounts & Miscellaneous charges

Line Terms: is used when only one or more items (not all the items) needs a term added.

1. Checkmark the item and click “Line Terms”

2. Use the search icon to see all the terms.

3. Double click on the term that is to be added.

4. Depending on the type of term, you will have to add in the term amount.

5. Click “Update”.

6. The term has been added to the line. If the term needs to be deleted or edited, click on the appropriate button to make the changes.

7. Close the Terms box.

Global Terms: is used when all the items need a term added.

1. Click on “Global Terms”.

2. Repeat steps 2-7 from line terms.

Attachments: this is used to add any document to the PR. Usually a picture of the item or sales order sheet.

1. Click the “Attachment” tab.

2. Click on “Browse”, find the attachment that needs to be added.

3. Click on “Add”.