Entering a Quick Invoice

In this topic, you'll learn how to enter a quick invoice.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Accounts Payable menu.

   Step 2

3. Click the Vouchers menu.

   Step 3

4. Click the Add/Update menu.

   Step 4

5. Click the Quick Invoice Entry menu.

   Step 5

6. Use the Quick Invoice Entry page to enter the details from the invoice into PeopleSoft.

   Step 6

7. Click in the Supplier Name field.

   Step 7

8. Click the Look up Supplier Name (Alt+5) button.

   Step 8

9. Click the ABCAM link.

   Step 9

10. Enter the desired information into the Invoice Number field.

     

    Enter "182936475045".

    Step 10

11. Enter the desired information into the Invoice Date field.

     

    Enter "03232015".

    Step 11

12. Enter the desired information into the Gross Invoice Amount field.

     

    Enter "500.00".

    Step 12

13. Enter the desired information into the Estimated No. of Invoice Lines field.

     

    Enter "1".

    Step 13

14. Click the Look up Origin (Alt+5) button.

    Step 14

15. Click the AP VCHR Online Origin Code link.

    Step 15

16. Click the Add button.

    Step 16

17. The information entered on the prior screen has been populated into the appropriate fields.

    Step 17

18. Enter the desired information into the Description field.

     

    Enter "Biology Supplies".

    Step 18

19. Enter the desired information into the Account field.

     

    Enter "53031".

    Step 19

20. Enter the desired information into the Oper Unit field.

     

    Enter "CL003".

    Step 20

21. Enter the desired information into the Fund field.

     

    Enter "A0000".

    Step 21

22. Enter the desired information into the Dept field.

     

    Enter "620400".

    Step 22

23. Enter the desired information into the Class field.

     

    Enter "602".

    Step 23

24. Use the scrollbar to view additional  information on the page.

    Step 24

25. Click the Payments link.

    Step 25

26. Enter the desired information into the Gross Payment Amount field.

     

    Enter "500.00".

    Step 26

27. Enter the desired information into the Scheduled Due field.

     

    Enter "04/10/2015".

    Step 27

28. Click the Look up Bank Code (Alt+5) button.

    Step 28

29. Click the WF01 link.

    Step 29

30. Click the Look up Bank Account (Alt+5) button.

    Step 30

31. Click the USC01 link.

    Step 31

32. Click the Look up Payment Handling (Alt+5) button.

    Step 32

33. Click the REGULAR PAYMENTS link.

    Step 33

34. Click the OK button.

    Step 34

35. Click the Save button.

    Step 35

36. Click the Home link.

    Step 36

Congratulations, you successfully learned how to enter a quick invoice.

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