RP - Create AP Invoice in the Workbench
1. Go to Spend Management > All > Workbench 2. Click Add > AP Invoice 3. Enter the details of the invoice: * Invoice Number * Invoice Date * Total Invoice Amount * Vendor * Posting Date * Due Date 4. In the Line Entry Type field, select one of the following options: * Standard : Selecting this option p…
RP - Add Approver of Invoice or PO
* Spend Management > All > Approval Workbench ADD APPROVER If you would like to add an additional approver that is not currently in the workflow, select “add approver,” add notes, and select the approver. If the approver is already in the workflow, you will receive an error.
RP - Approve a PO or AP Invoice
Once the PO has been submitted, there must be an approval in within the policy workflow. * Spend Management > All > Approval Workbench * If edits are needed, select edit and it will take you to this screen to complete those: in this screen, you will have access to approve or decline * Locate the PO and …
