How to make an Advance Payment for a Purchase Order
Navigating to Payment Tickets
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For a user to create a Payment Ticket, the user should be assigned the role of a Payment Ticket Initiator.
Choose the Payment option from the Navigation bar and select the Payment Ticket from the drop-down menu.
Click on the New Payment Ticket button.
Creating a Payment Ticket for PO Advance
- Choose the PO Advances tab.
- Click on Add button against the required PO Advance, to add it to the Payment ticket.
- Click on Create button.
- Fill in details for Scheduled Date, Transfer Type, Policy and Description (if any).
- Click on Create Payment Ticket.
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- Upon successful creation of the Payment ticket, Click on Submit button to submit the Payment ticket.
- Upon successful submission of the Payment Ticket, a pop-up stating Payment Order Successfully Submitted will be displayed on the bottom left of the screen.
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Approval Workflow
- After Successful Creation and Submission of the Payment Ticket, it will be Submitted for Approval based on the Policy which is chosen while creating the Payment Ticket.
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Approving a Payment Ticket
For a user to approve a Payment Ticket, the user should be assigned the role of a Payment Ticket Reviewer.Navigating to Payment Ticket Approval option
- Choose the Payments option from the Navigation bar and select the Payment Tickets from the drop-down menu.
- From the Payment Tickets screen, choose the Awaiting Approval tab and select the Payment Ticket to be Approved.
- Click on the Approve button to Approve the Payment Ticket.
- Upon successful approval of the Payment Ticket, a pop-up stating Successfully Approved the Payment Ticket will be displayed on the bottom left of the screen.
Crediting a Payment Ticket
For a user to credit a Payment Ticket, the user should be assigned the role of a Payment Ticket Creditor.- Click on the Credit button to credit the Payment ticket.
- Choose the required Initiating Account and click the Credit Button.
- After filling in the OTP and Account Password click on Confirm & Proceed button to confirm the Credit.
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