Users with access to the blanket order (including users in the Available To field of the blanket order) have the ability to view and accept invoices on the Blanket Order.
Accept/Reject a Blanket Order Invoice
From the Task Menu
To Accept/Reject Blanket Order invoice from the Tasks menu, go to Tasks menu > select Tasks tab > click Invoices.
The Accept/Reject Invoices screen will populate > in the Invoice Number field, enter the invoice number or enter the blanket order number in the Blanket Order Number > select Search > click Accept/Reject.
The Invoice for the Blanket Order screen will populate.
- Show Lines With Errors Only: When checked, the lines will be hidden. To submit accept the invoice, the box must be unchecked.
- Account Code: The invoice will default to the account code on the blanket order. Unless the creator selected Allow Release Order Coding box when creating the Blanket Order. In which case, you will be able to change the account codes if needed.
- Work Order: Select work order, if applicable.
- Reason: Insert message in text box, if desired
Once completed, select Accept, Reject or Cancel (no action will occur).
The value of the Accepted Invoice will be subtracted from the Blanket Order amount and the remaining Funds Available can be viewed on the Blanket Order.
From the Invoice Screen
To Accept/Reject Blanket Order invoice from the Invoice Screen, go to Marketplace module > select Transactions > in the Search Invoices/Orders field, insert the invoice number. Or customize the search by utilizing Filters.
Once the invoice is located, select the invoice number > select Accept/Reject.
The Invoice for the Blanket Order screen will populate.
- Show Lines With Errors Only: When checked, the lines will be hidden. To submit accept the invoice, the box must be unchecked.
- Account Code: The invoice will default to the account code on the blanket order. Unless the creator selected Allow Release Order Coding box when creating the Blanket Order. In which case, you will be able to change the account codes if needed.
- Work Order: Select work order, if applicable.
- Reason: Insert message in text box, if desired
Once completed, select Accept, Reject or Cancel (no action will occur).
The value of the Accepted Invoice will be subtracted from the Blanket Order amount and the remaining Funds Available can be viewed on the Blanket Order.
| Note: For overview information about Blanket Orders, refer to help article Blanket Order Overview. |