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 - Decline Purchase order or AP Invoice
Once the PO or AP Invoice has been submitted, you will also have the option to decline it. * Spend Management > All > Approval Workbench * If the PO is not approved to move forward, check the box, select decline and add notes in the popup window If corrections are needed, send the PO back by selecting “ …
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 …
