BUworks: PO Invoice Workflow
PO Invoice Workflow
Course Type: Hands on
Course level: Intermediate
Expected duration: 1 1/2 hours
Description: We will review and explore the workflow process for Purchase Order invoices.
Notification are sent to shopper for PO invoices over and under $5,000. PO invoices over $5,000 require department approval before Accounts Payable can release payment to the vendor.
You also have the ability to place the vendor payment on hold if necessary. This allows for the department to confirm goods or services have been received before releasing payment.
Target Audience: departmental administrators with Purchase Order invoice approval responsibilities.
Confirmation from supervisor or manager that this course is appropriate to business role.
You are required to at least have the Department Submitter Role. (E.FI.Department_Submitter - Role). This role will allow access to WebGUI transactions that will be covered.