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Procurement

Approve a Supplier Invoice

Approving a Supplier Invoice is a very important step in the procurement process. Only once the Supplier Invoice is 'Approved', will the relevant accounting transactions post. Once approved, if there are any issues with the invoice, a Supplier Debit Note will need to be raised against it. This Supplier Debit Note will reverse the Supplier Invoice.

Important Note: A Stock Supplier Return / Non Stock Supplier Return must be raised before the Supplier Debit Note can be raised against the Supplier Invoice.

Ribbon Access:   Procurement   >  Invoices

The Purchase Invoice Listing screen will be displayed.

Select the Site and Status  

  • Select the Site.
    • In this image Durban has been selected.

  • Select the Status.
    • This must be set to New.

Select Supplier Invoice  

  • Click on the row selector in front of the supplier invoice you wish to approve.

Approve Invoice

  • Click on Approve.

Note: As Approval is selected this financial transaction will post to Evolution.

  • A Supplier Invoice - Process message box will pop up informing you that;
    • The supplier invoice, no. [ ] has been processed as accepted.
  • Click on OK.

  • The accepted supplier invoice can now be viewed in the Purchase Invoice Listing screen where the Status is set to Updated.