D.6.7 Approved: Receive Invoice and Complete Service Entry in SAP

Description

Finance Accounting enters the invoice into SAP once it is fully approved.

 

Outcomes

Once a Contract Payment is approved, it is workflowed from the Approved state to the  Released for Payment state. 

The conditional and unconditional tracking worksheet can be attached prior to workflowing to Release for Payment Check wording for workflowing.

 

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 Contract Payment submission.

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

  2. Review Invoice file and sign agreement page.

  3. Save Invoice file as PDF.

  4. Click on Add Attachment.

  5. Browse for signed Invoice file, click Open to attach.

 

Set to Pending will return back to Responsible Individual in Pending State.

 

Step 5: Approve the Invoice.

  1. Click Workflow drop-down list.

  2. Select Release for Payment.  

 

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

  2. Click Execute.