Page History
Description | How To | ||
---|---|---|---|
| A.User is not a vendor contacts | Go to Purchasing > Bills > click New button
| |
Select Vendor
| |||
If vendor has existing PO or IR, Add Inventory Receipt screen will open
| |||
Enter Invoice No | |||
On Approval panel, check Require Approval.
| |||
Save and close. | |||
B. User is a vendor contact | Log in as vendor contact
| ||
Go to Vendor > Bill > click New button
| |||
Add details and save. | |||
2. Approving bills
| Log in using the credentials of one of the approver included in the Vendor's Approval List.
| ||
Go to Purchasing > Vendor Expense Approval
| |||
| Ways to Approve bills:
| ||
Once bill is approved, it will be removed from the Vendor Expense Approval list | |||
Log in as user that is not a vendor contract. Bill will have the status Approved These are ready for posting. | |||
2. Reject bills | Ways to Reject bills:
| ||
Once bill is rejected, it will be removed from the Vendor Expense Approval list | |||
Log in as user that is not a vendor contract. Bill. will have the status Rejected These bill is still not allowed to be posted. | |||
To re-send for approval, check again Require Approval checkbox and select Yes on message: | |||
Status will not again change to Awaiting Approval | |||
Edit and save. | |||
This will be available again on the Approver's Vendor Expense Approval list and is ready to be approved or rejected. |
...