1. Click on the invoice module on the supplier portal.
  2. Select create invoice tile.
  3. Select Non PO invoice.
  4. Input Contract Reference. A Contract Reference is a reference to an existing contract document.
  5. Select currency.
  6. Select vendor using dropdown.
  7. Input Supplier Invoice Number.
  8. Select payment terms using the dropdown.  
  9. Select the appropriate due date.
  10. Select the Tax detail.
  11. Click on the Create tile.

  Fig.52 Newly created Non PO invoice showing as draft

 

  Fig.51 Popup screen to create Non P.O Invoice.


  • After the Create tile is clicked, and the non-po invoice is saved as draft. User will proceed to click on the draft item to further add line item and note to the Non-PO invoice.

    Fig.53 screen showing the option to add line item.

The User is mandated to add line item to Invoice. This option allows you to:

  • add invoice description,
  • amount,
  • quantity,
  • add tax using checkbox.

 

   Fig.55 pop up screen to add line item. 

 

After the line item details have been added, the user can decide to save as draft. 

  Fig.56 save as draft is annotated with red arrow.

 

When the Invoice is saved as draft, the confirm button becomes activated and clickable. 

  confirm button is annotated red arrow.

 

Once the User clicks on Confirm, the Invoice is immediately forwarded for approval and the status shows Pending. 

  Fig.58 annotation on Screen showing the changed status of the non PO invoice from draft to posted

  after confirm button is clicked.