attaching invoices created in WebInvoicing to existing PO

Jana Williams

We are testing using the WebInvoicing portal and are unable to receipt the invoice against an existing PO. We use PO's to track encumbrances, which are generated using WebPurchasing.

Sylvia Cook

Hi Jana,

Webinvoicing does not connect to POs. If you use Webpurchasing, you receive on the PO within Webpurchasing. If you receive in Accounts Payable in database view, the receipt does not reflect in Webpurchasing.

This is a rough layout of the process:

1. create a requestion in Webpurchasing.
2. once the request is approved, you generate a PO in Account Payable (FE)
3. receive the PO in webpurchasing (not AP)
4. once received, go to the PO in AP and create an invoice from receipts
5. the invoice screen pops up, using the info from PO and you fill in the remaining fields

Webinvoicing was replaced with expense management in NXT. You can still use webinvoicing in the WebPortal. Webinvoicing is for expenses that do not have a PO. Webinvoice = Invoice requests in expense management.

I would say that the encumbrance piece using the WebPortal is clunky as best. I can't wait until BB pulls this all into NXT and it runs smoothly. (cough, cough… joking on the smooth part.)

Best of luck in your testing.

Sylvia

Melissa Ervin

Thank you! This was very helpful.