Supplier Invoice Approval
From the IFS menu go to Document Management\Approvals
To search for your invoices to approve press the F3 key or click on the search icon and enter your user id in the Approver search field and click Search. The first time you search you'll likely need to click the Configure button on the search window to add the Approver field to the window.
The approvals screen should then populate with a list of invoices waiting for your approval
We have added some basic invoice information to the approvals list, if you don’t see columns for Supplier, Invoice No or Invoice Amount simply right click on one of the column headings and select Column Chooser then add those to your screen.
When you select the Invoice you are working on, RMB(Right Mouse Button) and you will see several menu items. The three you are concerned with are Approve Step (For approval without reviewing Invoice), Reject Step (For rejecting the Invoice) Note: Please add a note to let us know why the Invoice has been rejected, Object Info (To view the manual Invoice and see the documents attached).
When Object info is selected you will see the following screen
Note: If you don’t see the documents list at the bottom of your screen click the Attachments link at the bottom of the IFS window to open it.
To view the document you will select Documents and then click on the document in the box to view the PDF
Once the document is reviewed you can select Approval Process and RMB to approve the Invoice.
If you want to reject the Invoice please click the back arrow and reject from the Document Management Screen so you can add a note about why the Invoice is being rejected.