Enhanced Invoicing Through the Supplier Portal
You can now update, modify, and save invoices created through the Supplier Portal before submitting them for processing. The following three tables provide information about:
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Supplier users features.
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Enhanced Supplier user features.
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Payables user features.
This table displays the features and descriptions for Supplier users:
Feature |
Description |
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Delete an Invoice |
When you delete an invoice, the invoice is removed from the application and you can't query it back. You can't delete an invoice when:
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Cancel an Invoice |
When you cancel an invoice, all invoice amounts are set to zero, and the invoice can't be edited or submitted for processing. A canceled invoice can be queried and viewed from the application pages. Note:
You can't update the invoice number on canceled invoices. To reuse the invoice number you can consider modifying it before invoice cancellation. |
Cancel an Invoice Line |
When you cancel an item line, the line amount is set to zero, and the invoice line can't be edited. Billed quantity on the purchase order is adjusted with the canceled line quantity if the item line is a matched to a purchase order. The changes on the invoice are automatically saved. |
New Tax Driver (Tax Classification Code) on Invoice Lines |
You can now apply different taxes for every invoice line by providing a Tax Classification Code. The tax driver is available for all invoice line types (Item, Freight and Miscellaneous). |
Quantity, Unit Price, and UOM on Invoice Lines |
You can now enter Quantity, Unit Price, and UOM details for lines of an unmatched invoice. The fields are applicable only for item lines and not for freight or miscellaneous lines. The application derives the third field when you enter any other two fields. |
Recalculate Taxes |
You can now calculate tax any number of times until the invoice is submitted. You can modify invoice data such as delete a line, cancel a line, or modify the data and recalculate the taxes. Summary tax lines are displayed with the revised tax details. You can override the calculated tax amount. |
Delete an Invoice Line |
When you delete an item line, the item line is removed from the application and you can't restore it. You can't delete an invoice line when:
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Enhanced Supplier User Features for Supplier Portal Invoices
The enhanced UI has rearranged fields for better usability and quicker data entry. You can now create the Freight and miscellaneous lines in the same section where you create the item lines.
As a supplier user, you can use these features to do your updates:
Action |
Description |
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Save and Edit Invoices |
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Saved Invoices in Incomplete Status |
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Override Tax percentage and Tax Rate |
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Edit Invoices Rejected by Users |
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Payables User Features for Supplier Portal Invoices
As a Payables user, you can use the features shown in this table:
Action |
Description |
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Approval Actions for Payables User |
When the approval for the Standard Invoice Request (Supplier Portal Invoices) is in progress, as a Payables user, you can now perform actions similar to what you can do during the standard invoice approval process. The actions allowed on Standard Invoice Request are: Withdraw, Resubmit, and Force Approve.
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Supplier Portal Invoice Approvals |
Notifications for matched and unmatched invoices are the following:
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Cancel Standard Invoice Request |
As a Payables user, you can now cancel Supplier Portal invoices when the invoice request approval is in progress. Upon cancellation of the Standard Invoice Request:
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Tips and Considerations
Consider the following:
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Saved invoices have the status of Incomplete.
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You can't delete order-matched invoices or the invoices with document sequence assigned.
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You can't delete order-matched lines. In addition, you can't delete invoice lines after tax calculation is attempted.
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When the Invoice Request Approval process is rejected, only the Supplier user can edit the invoice from the Supplier Portal and submit the invoice. Payables users can't edit them
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When application rejects the Invoice Request Approval process, only the Payables users can resubmit them. Supplier users can't edit and resubmit them from the Supplier Portal.
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You can use the existing delivered duty role of Self-Service Payables Invoice Entry for access. No additional roles are required to work with this feature.
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You activate this feature by enabling the Opt-in feature: Supplier Portal Invoicing Enhancement. No other setups are required to enable this feature.
Consider the following when working with invoices from the Supplier Portal as a Payables user:
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You can resubmit rejected invoices by the application only in the online mode. Resubmission through the program Initiate Invoice Approval Workflow isn't supported.
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Force Approval is a secured action and the Payables user must have the security privilege Force Approve Payables Invoice to perform the action.