How to create a Non-PO Invoice

Navigating to Invoices

For a user to create and submit a Non PO Invoice, the user should be assigned the role of a Non PO Invoice Initiator.

1. Choose the Payables option from the Navigation bar and select the Invoices from the drop-down menu.
   
2. Click on Create Non PO Invoice button.
   

Creating a Non PO Invoice

1. Fill in details for Name, Notes and Vendor.
   
2. Click on Create Document.
   

1. Upon Successful Creation of the Invoice, a pop-up with Successfully Created new Non PO Invoice will be displayed on the top right of the screen.
   

Submitting a Non PO Invoice

1. After the Non PO Invoice is created, Fill in the Header as well as the line item wise details for the Invoice.
   

In Header, fill in details such as Buyer Details, Vendor Details, Policy under which the Invoice is to be accounted, Department and Cost Center of the Invoice and Due date of the Invoice.

Regarding the Line Items, Details specific to the Particular Item is to be filled in, such as the Description for the item, Item category, Quantity, Rate, Discount and Tax rates.

Also, Fields are available to fill in details of Attachments and Comments (if any)

1. Upon Successful submission of the Non PO Invoice, a pop-up stating Successfully Submitted Invoice will be displayed on the top right of the screen.
   

Approval Workflow

1. After Successful Creation and Submission of the Non PO Invoice, it will be Submitted for Approval based on the Policy which is chosen while creating the Non PO Invoice.
   

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