D.6.4 Pending Division Approval: Studio Finance Line Item Detail

 

Description

Studio Finance reviews the invoice for accuracy of the invoiced amount broken out by SOV and ensures that all necessary backup is attached. 

 

Outcomes

Once a Contract Payment is Approved, it is Workflowed from the Pending Division Approval to PM Review if it is a Domestic Contract or to LOA state for Non-Domestic Contract. 

Click to see the Portfolio Procurement Approval Matrix. Or from Main Document Header click LOA Approvals.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Accessing Invoice.

 

 

Referencesattachments_Header_Bar

Step 3: Review the Vendor Invoice.

  1. Click download icon and review the Vendor Invoice.

 

Step 4: Review any attachments included with the Contract Invoice.

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

  2. Review Invoice file.

 

Step 5a: Set the Contract Invoice to PM Review.

  1. Click Sub Document Header Workflow drop-down list.

  2. Click Set to PM Review.

  1. Type a custom message in the Custom Message field (optional).

  2. Click Execute.

OR

Step 5b: Send the Contract Invoice to LOA if Non-Domestic Contract.

  1. Click Sub Document Header Workflow drop-down list.

  2. Click Set to LOA.

  1. Type a custom message in the Custom Message field (optional).

  2. Click Execute.

OR

 

Step 5c: Return the Contract Invoice to Responsible Individual.

  1. Click Main Document Header Workflow drop-down list.

  2. Click Set to Pending.

 

  1. Type a custom message in the Custom Message field (optional).

  2. Click Execute.