Buyers will receive an email notification and can view the invoice for acceptance by accessing the Tasks menu or Invoice screen.
Accept/Reject Invoice from Tasks Menu
Go to the Tasks menu, in the upper right corner > click Tasks tab > select Invoices.
Once completed, the Accept/Reject Invoices screen will populate > select Accept/Reject > Insert the reason, in the Reason field > click Accept, Reject or Cancel (no submission will occur).
Once the invoice is accepted, an incomplete requisition will be created from the invoice. The user will be routed to the requisition/checkout screen. The user should enter all required information marked with a red asterisk, including accounting information (if applicable).
Once completed, the below message will appear at the top and bottom of the screen.
Once the requisition is checked out it will go into a Pending state, since the requisition is now Pending Approval.
Delegated Approvers can access the requisition by accessing the Tasks menu, in the upper right corner > select Approval tab > click the desired requisition to Approve/Reject.
If the requisition is approved, a retrofit order will automatically be created and the invoice will be matched, as per the standard matching process.
| Note: If the invoice is rejected by the buyer you will be notified by email and the invoice state will change to Invoice Rejected. |
Accept/Reject Invoice from the Invoices Screen
To access an invoice from the Invoices screen, go to Marketplace module > select Transactions > click View Invoices.
Once completed, the Invoices screen will populate > select Accept/Reject > a pop-up box will populate to enter a reason in the Reason box and > click Accept.
Once the invoice is accepted, an incomplete requisition will be created from the invoice. The user will be routed to the requisition/checkout screen. The user should enter all required information marked with a red asterisk, including accounting information (if applicable).
Once completed, the below message will appear at the top and bottom of the screen.
Once the requisition is checked out, it will go into a Pending Approval state. Since the requisition is now pending approval from delegated approvers.
Delegated Approvers can access the requisition by accessing the Tasks menu, in the upper right corner > select Approval tab > click the desired requisition to Approve/Reject.
If the requisition is approved, a retrofit order will automatically be created and the invoice will be matched, as per the standard matching process.
| Note: If the invoice is rejected by the buyer you will be notified by email and the invoice state will change to Invoice Rejected. |