How to make an Advance Payment for a Purchase Order

How to make an Advance Payment for a Purchase Order

Navigating to Payment Tickets

For a user to create a Payment Ticket, the user should be assigned the role of a Payment Ticket Initiator.
  1. Choose the Payment option from the Navigation bar and select the Payment Ticket from the drop-down menu.
  2. Click on the New Payment Ticket button.


Creating a Payment Ticket for PO Advance

  1. Choose the PO Advances tab.
  2. Click on Add button against the required PO Advance, to add it to the Payment ticket.


  1. Click on Create button.


  1. Fill in details for Scheduled Date, Transfer Type, Policy and Description (if any).
  2. Click on Create Payment Ticket.


  1. Upon successful creation of the Payment ticket, Click on Submit button to submit the Payment ticket.


  1. 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.


Approval Workflow

  1. 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.


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
  1. Choose the Payments option from the Navigation bar and select the Payment Tickets from the drop-down menu.
  2. From the Payment Tickets screen, choose the Awaiting Approval tab and select the Payment Ticket to be Approved.



  1. Click on the Approve button to Approve the Payment Ticket.


  1. 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.
  1. Click on the Credit button to credit the Payment ticket.


  1. Choose the required Initiating Account and click the Credit Button.





  1. After filling in the OTP and Account Password click on Confirm & Proceed button to confirm the Credit.


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