Add Line Items to the Non-PO - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

Platform
OnBase
Product
AP Automation - Workday
Release
Foundation 23.1
License
Standard
Essential
Premier

Do the following to add line items to the non-PO:

  1. In the Line Items section, you can manually add lines to the Non-PO Invoice. Line items can be added by selecting the Create Object icon.

    The Non-PO Line Item dialog box is displayed.

  2. The following fields are required:
    • In the Spend Category field, either type a category into the field or select the Search button (magnifying glass icon) to search for a category.

      Note:

      You can use the wildcard (type an asterisk) to select and choose a spend category.

    • In the Cost Center field, select the cost center for this line item.

    You can also add or edit worktags for this item in the Additional Worktags for Line Item section.

  3. Do one of the following to add or edit worktags:
    • To add a Worktag, click the Create Object icon.

      The Additional Worktags dialog box is displayed.

      In the Worktag field, either type a worktag into the field or select the Search button (magnifying glass icon) to search for a worktag. Upon completion, click Save and Close.

      Note:

      You can use the wildcard (type an asterisk) to select and choose a spend category.

    • To edit a Worktag, select the worktag you want to edit from the Additional Worktags for Line Item section. Click the Edit icon.

      The fields for the item you selected are activated, allowing you to modify the information as needed.

      Note:

      You can also select Add new row to add another Worktag to the line item directly from the Additional Worktags for Line Item section.

  4. Click Save and Close. The worktag is displayed in the Additional Worktags for Line Item section on the Non-PO Line Item screen.
  5. Click Save and Close. The Non-PO invoice is added to the Initial folder in the Life Cycle queue on the Workflow tab.