Managing Invoices

User should be able to process uploaded invoice for finance. Screen is provided to search existing invoices in system.

Navigation Path: Supply Chain Finance > Invoice Management.

Search Invoice

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On click of mandatory attributes, search result screen should be displayed below:

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On selecting the invoices, below options screen will be shown to User:

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You can perform following actions:

 •   Initiate Finance (in case invoices are accepted or pre-accepted)

 •   Accept (in case it is not accepted)

 •   Dispute (in case it is not accepted and not financed)

 •   Cancel Invoice (in case it is not financed)

When Cancel is clicked, a screen for entering the reason for cancellation would be displayed.

When Dispute is clicked, a screen for entering the reason code for dispute and comments for details of the dispute would be displayed.

When Accept is clicked, a screen for entering the acceptance amount against every invoice would be shown.

Accept Invoice

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On click of Submit Acceptance, Invoice will be sent for acceptance with reference number generated

Once Invoice is accepted, it will be eligible for financing. On click of initiate Finance in ‘Invoice Manage­ment’ Screen, finance will get initiated and will be available in the Free Tasks screen.

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Free Tasks

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User needs to click on ‘Acquire & Edit’ action for owning/acquiring task for further process of disburse­ment.