DescriptionHow To
  1. Create Bill for Approval

 

A. User is not a vendor contacts

Go to Purchasing > Bills > click New button

  • Type will show Bill by default
  

Select Vendor

  • following fields will be filled in automatically
    • Ship From
    • Ship Via
    • Terms
    • Contact
  

If vendor has existing PO or IR, Add Inventory Receipt screen will open

  • Close screen or select items to add on your bill
  Enter Invoice No
  

On Approval panel, check Require Approval.

  • Status will display Awaiting Approval
  • Approve and Reject buttons will be visible

  Save and close.
 B. User is a vendor contact

Log in as vendor contact

  • Available menus for vendor contact

 

  

Go to Vendor > Bill > click New button

  • Type will show Bill by default
  • Vendor will default to the Vendor of the contact
  • Require Approval is checked by default
  Add details and save.
2. Approving bills

 

Log in using the credentials of one of the approver included in the Vendor's Approval List.

  • Approval List can be opened from Common Info > Approval List

Go to Purchasing > Vendor Expense Approval

  • All bills for approval of the logged in user will be listed here

 
  1. Approve bills

Ways to Approve bills:

  1. From Vendor Expense Approval, check Approved and click Save
  2. Open bill transaction and click button Approve then Save.
  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:

  1. From Vendor Expense Approval, check Rejected and click Save
  2. Open bill transaction and click button Reject then Save.
  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.