Review your invoice acknowledgment from ShoppingHub Home

Review your invoices that require acknowledgment. Invoice acknowledgments are sent to the recipient of the line and can be marked as correct or incorrect. Your action on these to-dos moves the invoices to their respective workflows.

Before you begin

Note:

If you are a new customer, or an existing customer who has upgraded and installed the Shopping Hub (sn_spend_uib) plugin, this task isn't applicable for you and isn't displayed in your list of to-dos. See Review your service acknowledgment task from ShoppingHub Home to view your relevant tasks. However, if you choose to continue with the existing Source-to-Pay Common Architecture (sn_shop) plugin and skip the Shopping Hub plugin, this task is available for you to work on.

To review your invoice acknowledgments, you should have been assigned as the recipient of the order and received such requests. Only then, this to-do is displayed to you on ShoppingHub Home.

Note:

This only applies to orders where the underlying services acknowledgment is defined as invoice acknowledgment.

Role required: sn_shop.shopper

About this task

You can review your invoices from the Other to-dos tab. The due date of your invoice acknowledgment task is calculated based on the invoice acknowledgment SLA defined in the back-end, and is configurable.

Procedure

1. Navigate to All > ShoppingHub > ShoppingHub Home.
2. Select the user icon and select My to-dos.
3. Select the Other to-dos tab.
4. Select the to-do you want to work with.
5. Select the attachments, if any, that you want to preview or download them.
6. Do one of these actions.

   Action	Description
   View purchase	Displays the purchase details associated to that specific invoice line in a separate tab.
   Mark as incorrect	Marks the specific invoice line as incorrect and moves it to the Rejected state.
   Nothing is correct	Marks all the invoice lines as incorrect and moves them to the Rejected state.
   Everything is correct	Marks all the invoice lines as correct and moves them to the Invoice Confirmed state.

   Note:

   After marking an invoice line as incorrect, you must select Send back for correction to update the invoice state in the back-end.