Working with inbound invoice

Create invoice and invoice lines originating from different ERP sources using an integration framework.

Before you begin

• Import data into invoice
• Load invoice data
• Run transform to update invoice data

Role required: sn_spend_intg_admin or sn_spend_intg_procurement_integrator

Procedure

1. Open sn_spend_intg_imp_invoice_list.do staging table.
   The Invoice Imports lists the inbound invoice columns. For more information on the inbound fields, refer Inbound Invoice Fields.

   Note:

   If the required inbound fields are validated and entered, then the Status is set to inserted.
2. Open any inbound record with Status as Inserted.
3. Navigate to Import Set > Target record.
4. Select Open Record.
   Invoice record is created in the Draft state and the scheduled job is run every thirty minutes. If the required fields on the invoice are filled, and no exceptions are found, then the invoice is auto set to Approved status.