Purchase Order Invoice

 Standard Operating Procedures

Purchase Order Invoice

PURPOSE:

The Purchase Order Invoice Screen records information from a vendor’s invoice in line item detail for material or other purchases. Three-way matching of the invoice to the purchase order is performed on this screen. Releasing purchase order invoice records posts cost to the disbursed work order/phase or component group/component.

 

PROCEDURE:

Under Accounts Payable:

 

  1. Select Purchase Order Invoice
  2. Select New
  3. Enter PO Number into search and press Execute
  4. You can get to the same place by searching under Purchasing, Purchase Order and searching
Select Purchase Order
 Enter the following:

 

  1. Purchase Order Invoice Description
  2. Invoice Number
  3. Invoice Date
  4. Select Status (under automation this will be AUTO-APPROVED
  5. Select Save

 
Under the assigned Work Order the invoiced amount will show under the Work Order Cost Analysis

 

ROLES USED:

 

  1. System Administrator will have authority to process manual transactions but this function will be automated from KFS
  2. Finance role will have authority to process manual transactions but this function will be automated from KFS

 

Return to Account Payable SOP