Edit a purchase for an Insufficient Funds invoice exception

Edit a purchase to resolve invoice exceptions of type Insufficient Funds (Amount variance) and Insufficient Funds (Quantity variance).

Before you begin

Role required: sn_shop.shopper

About this task

For more information about editing a purchase order line, see Edit a purchase order line.

Procedure

1. Navigate to All > Employee Center > My Tasks.
2. On the Open tab, select an Insufficient Funds exception task.
3. Select Edit Purchase.
4. On the Edit a purchase page, select Entire purchase.
5. In the Purchase field, select the purchase order and do one of the following:
   • To resolve the Insufficient Funds (Quantity variance) invoice exception, edit the purchase order and ensure that the purchase order quantity is greater than the invoiced quantity of all the invoices received for this purchase order.
   • Insufficient Funds (Line amount variance) invoice exception, edit the purchase order and ensure that the purchase order amount is greater than the invoiced amount of all the invoices received for this purchase order.
6. Select Submit.

What to do next

Mark the Insufficient Funds exception task as complete. For more information, see Mark an exception task as complete from Employee Center.