D.6.6 LOA-PM, LOA-Finance: Review and Approve - Other Signee

Description

Other Signee(s) is based on the Portfolio Procurement Approval Matrix Authority who review invoices for approval.

 

Outcomes

Once a Contract Invoice is Approved, it is Workflowed from the LOA 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.

 

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Step 4: Review the Vendor Invoice.

  1. Click download icon and review the Vendor Invoice.

 

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Step 5: 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 and sign agreement page.

 

Setting to Return to Pending will return back to Responsible Individual in Pending State.

 

Step 6: Approve the Contract Invoice.

  1. Click Workflow drop-down list.

  2. Select Approve.  

 

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

  2. Click Execute.