D.6.5 PM Review: Review & Approve

Description

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

 

Outcomes

Once a Invoice Payment is Approved, it is Workflowed from the PM Review  to Approved state. 

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.

 

 

Step 3: Review SOV Invoice Details.

  1. Click This Invoice Only.

  1. Review SOV lines.

 

Referencesattachments_Header_Bar

Step 4: Review the Vendor Invoice.

  1. Click download icon and review the Vendor Invoice.

 

Step 5: 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 6a: Approve.

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

  2. Click Approve.

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

  2. Click Execute.

OR

 

Step 6b: Return the Invoice to Responsible Individual.

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

  2. Click Return to Pending Approval.

 

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

  2. Click Execute.