What This Process Does

  • This process attaches documents to Invoice IDs in the Vendor Payments module.


Requirements

  • F.A.S.T. Level 3 - F.A.S.T. Level 3 is required to give you the ability to scan and organize documents in Vendor Payments.
  • Active Vendor - Vendor Master must be active and the Invoice ID cannot be marked for delete.


Add Documents

  1. Vendor Payments → Task Bar → Paperclip Icon
  2. Populate applicable fields using the field description below as a guide.
  3. Click Save (Two discs).


Choose File
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Select file from your computer
New File Name♦——Defaults to vendor and Invoice ID, can be edited
Vendor Identification♦——Unique ID for this vendor
Calendar Year♦——Calendar year of vendor invoice
Invoice Identification♦——Unique ID assigned to voucher
Invoice Date♦——Found on the actual source document (invoice)
Due Date♦——Default due date when voucher was created
Type♦——File format
Archive Name♦——Name of archived file
Maintain Vendor♦——Select to go to Vendor Master
Maintain Invoice♦——Select to go to Invoice Master
Opt. = Optional  Rec. = Recommended  Req. = Required