Adding a PO to a rejected invoice
Makenzy Cervantez
11 steps
34 seconds
1
Navigate to your invoice, click "Update"
2
Click PO field
3
Double-click to select your purchase order
4
Click "OK" to acknowledge PO Liquidation Warning
5
Select "On Hold" from Status dropdown
6
Click "Accept"
7
Click "Re-Liquidate"
8
Click "Full Liquidate" if you are liquidating the full amount of the PO. Otherwise select "Modify" and enter the liquidation amounts below.
9
Click "Yes" to update invoice amounts and accounts to match your PO.
10
Verify the GL account and amounts look correct.
11
Click "Accept." Then release invoice back into workflow.
Adding a PO to a rejected invoice
Makenzy Cervantez
11 steps
34 seconds
1
Navigate to your invoice, click "Update"
2
Click PO field
3
Double-click to select your purchase order
4
Click "OK" to acknowledge PO Liquidation Warning
5
Select "On Hold" from Status dropdown
6
Click "Accept"
7
Click "Re-Liquidate"
8
Click "Full Liquidate" if you are liquidating the full amount of the PO. Otherwise select "Modify" and enter the liquidation amounts below.
9
Click "Yes" to update invoice amounts and accounts to match your PO.
10
Verify the GL account and amounts look correct.
11
Click "Accept." Then release invoice back into workflow.
