The Vendor Maintenance Queue is used when an invoice has been received but there is not a valid vendor set up within the Costpoint system. Either the vendor does not yet exist in Costpoint, or the vendor's information needs to be updated in Costpoint. The user who monitors this queue is responsible for setting up the vendor or updating an existing vendor's information in the Costpoint system. Since the vendor information is required to complete indexing, it is important to closely monitor this queue. Once the vendor has been added or updated in the Costpoint system, the invoice may be routed back to the AP Initial Review Queue for indexing and processing.
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Ad Hoc Task |
Description |
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Return it 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. |
Refer to Buyer |
In some organizations the buyers are the first to initiate vendor contact and may be the appropriate team to get the vendor information required for set up. In that case, the user may redirect the invoice to the Buyer Queue to request pertinent vendor information. |
Add Supporting Docs |
Attach supporting documents to the invoice being processed. This task opens the Upload dialog box.
The supporting documents can be reviewed throughout the Workflow process by clicking on the document located in the Related Items pane. |