Buyer Queue - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

A vendor may apply incorrect information on an invoice for payment. AP staff can manually route an invoice to this queue so that the buyer can review the invoice's PO information. An invoice must have a PO number to be routed to the Buyer Queue.

Ad Hoc Task

Description

Return to AP

Use this task to return an invoice to the AP Initial Review Queue for any reason (for example, a user may determine that the invoice was incorrectly coded and is not a receiving issue). The invoice is removed from its current queue and moved to the AP Initial Review Queue.

Add Supporting Docs

Attach supporting documents to the invoice being processed. This task opens the Upload dialog box.

  1. Click Browse to locate the document.

  2. Click Upload to complete the task. The imported documents are coupled with the primary invoice and inherit that invoice's keywords.

The supporting documents can be reviewed throughout the Workflow process by clicking on the document located in the Related Items pane.

Reassign Buyer

Reassign the document to a different buyer.

  1. Double-click the Reassign Buyer ad hoc task. The Assign Buyer form is displayed in the User Interaction pane.

  2. Select the new buyer from the drop-down list.

  3. Click Submit to apply the new buyer assignment.