D.6.2 Pending: Review and Approve

  

Description

The Responsible Individual reviews the invoice and validates that the billed work stated has been completed and meets our quality standards. 

  

Outcomes

Once a Contract Payment is created and submitted, it is workflowed from the Pending to Pending Approval state.

If an invoice is returned to the Vendor, all preceding invoices will be returned.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Accessing Invoice.

 

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Step 3: Review the Vendor Invoice.

  1. Click download icon and review the Vendor Invoice.

 

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Step 4: Review any attachments included with the Invoice.

  1. In References / Attachments section click the  download icon to download the Contract file.

  2. Review Invoice.

 

If the Contract Invoice is not in conformance, return it to the Vendor by workflowing to Return to Draft.

 

Step 5: If the Contract Invoice is in conformance, submit the Contract Invoice to Project Finance.

  1. Click Workflow drop-down list.

  2. Select Pending Approval.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.