Page History
Description | How To | |||
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| A.User is not a vendor contacts | Go to Purchasing > Bills > click New button
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Select Vendor
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If vendor has existing PO or IR, Add Inventory Receipt screen will open
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Enter Invoice No | ||||
On Approval panel, check Require Approval.
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Save and close. | ||||
B. User is a vendor contact | Log in as vendor contact
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Go to Vendor > Bill > click New button
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Add details and save. | ||||
2. Approving bills
| Log in using the credentials of one of the approver included in the Vendor's Approval List.
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Go to Purchasing > Vendor Expense Approval
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| Ways to Approve bills:
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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:
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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. |
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