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Use the links in the Navigation Panel to access the invoicing screens.
Click Home to go to the Home page and explore
contracts, search for
invoices, or view
invoice status information.
By adding a contract item to an invoice, you indicate that the item
or service was delivered and the associated cost or fee can be paid.
Use the “View By” setting to display multi-select check boxes
for adding multiple items simultaneously. If you do not specify multi-select
display, you must add items individually.
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To display the Add Items to Invoice screen,
click Add Items from the invoice Create Header screen.
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Contract items that are available to add to an invoice are displayed
automatically. If contract items are not displayed, verify that a contract
ID appears in the Contract field. If not, select a contract to display
the associated items.
Add items to an invoice
- Check the check boxes to select items.
- Change item quantities, if necessary.
- Click Add Item to add the selected items to the invoice.
- The items display on the Invoice Items screen, where you can
edit the details and add tax, shipping, or other charges.
- To return to the Add Items to Invoice screen, click Add Items
or Add More Items.
- To return to the Invoice items screen to review items you've added,
or resume editing items, click Invoice Items (in the Navigation
Panel).
- For supplier or commodity level contracts, click Create Item
to add a non-contract item to the invoice.
Search for items and save searches
- If the list of contract items is long, search
by keyword or other criteria to narrow the list of items. See an explanation
of search fields.
- Click Options to view the additional search fields.
- Click Show all search options to display all search fields.
- Click individual options to display selected search fields.
Check marks indicate search fields you have selected.
- To remove a field from the current display, select it again.
- Enter information in one or more fields and
click Search.
- Items that match your search criteria display.
- If no results display, revise your criteria and search again
- To save the search, click Options > Save
current search.
- Enter a name of for the search or accept the default. You can
run the search again by selecting it from the Options pull-down
menu.
- To delete, rename the search, click Options > Other and
select the search to delete, rename, or run.
- Click Back to return to the list of items to add to the
invoice.
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