Manage invoices that arrive without PO numbers

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Note: Only administrators can complete the tasks in this section.

Invoices sometimes arrive without purchase order (PO) numbers.

These may be:

•Invoices taken from OCR scans of paper invoices

•Invoices translated into XML from PDFs using EIT

•Invoices you want to key in manually (on behalf of a supplier - or on behalf of someone who will receive a payment, such as a grant).

These invoices can now be received and processed more easily, thanks to some new options.

First of all, you need to enable a supplier for non-PO invoicing.

Next, any non-PO invoice they send you needs an Invoice Designation Number (IDN).

This will assign an identity to an invoice, so it will be accepted by the system, even without PO number.

You can set up an IDN here. Once an IDN exists, you can:

Enter non-PO invoices manually on behalf of a supplier.

Manage non-PO invoices held in the suspense queue (these will have arrived from OCR scanning or EIT/PDF translation without a PO number).

You can also edit an IDN or change (transfer) an IDN on a non-PO invoice.