Expenses: Create Supplier Invoice Request

Employees


Create a Supplier Invoice Request Shortcut:

To create a supplier invoice request, we will first need to make this task a shortcut. To make the supplier invoice request shortcut:


  1. Click the Quick Access icon (located in the upper right-hand corner of your browser:
  2. Click the "Edit" link beside the My Shortcuts section.
  3. Click the Add button.
  4. Click the Task/Report checkbox.
  5. In the Task/Report field type "Create Supplier Invoice Request" and choose this task from the pop-up menu.
  6. Click OK.


Create a Supplier Invoice Request:


  1. Navigate to the quick access button and choose the Create Supplier Invoice Request shortcut (created in the previous step) or navigate to the search bar and type “Create Supplier Invoice Request”.
  2. Fill out the Supplier Invoice Request form. All required fields (Invoice Date, Company, Supplier, Currency) are indicated by a *.
  3. Scroll down to the Lines section. Here is where you will add individual goods or services. Click the "Goods Line" or "Services Line" checkbox, depending on the item.

    Please note: You will need to skip the Item field and instead fill out the Item Description field.

  4. Fill out the Lines form. Required fields for this form include the Cost Center, Extended Amount, Spend Category and the Additional Worktags fields.

    Please note: When you choose your Cost Center, the Additional Worktags field will automatically populate. 

  5. In order to submit your Supplier invoice request, you'll need to attach a picture of the invoice. To do this, click the "Attachments" tab.
  6. You can either drag and drop your invoice file or click "Select files" to choose the file you'd like to upload.
  7. Click Submit to submit your supplier invoice request.
  8. View the submitted request and any approvals needed by the University by expanding the Details and Process section. Click Done to complete your request.


Your screens and processes may vary slightly from this document.