D.6.3 Pending Approval: Review and Approve - Project Finance

Description

Project Finance reviews invoice for accuracy of 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 Approval to Pending Division Approval state if Studio Finance needs to Review. or PM Review State if no Studio Finance Review is needed. If Contract is Non-Domestic LOA State Workflow can be an option.

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 Payment.

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

  2. Review Invoice file.

 

 

Step 5a: Submit the Contract Invoice to Studio Finance for review.

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

  2. Select Set to Pending Division.

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

  2. Click Execute.

 

Step 5b: Set to PM for Review.

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

  2. Click Set to PM Review.

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

  2. Click Execute.

 

Step 5c: Approve the Contract Invoice Set to LOA Non Domestic Contract.

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

  2. Select Set to LOA.

 

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

  2. Click Execute.