Add Commitment Invoice
Updated
Add Commitment Invoice
Suggested Prior Reading
Commitment Invoice – Overview
Commitment Invoice – Status
List of Invoices for a specific Commitment - Layout and Navigation
Overview
Invoices can only be added for
· Approved Purchase Orders
· Approved Subcontracts
See Change or set the Commitment Invoice status for more information.
The following are the steps to adding a Commitment Invoice:
· Access the Commitment (the Subcontract or Purchase Order)
· Access the Invoices for the specific Commitment
· Add the Commitment Invoice
Steps
1) Select the Commitment that the Invoice is to be added to. See View or Edit an existing Commitment.
The View/Add/Edit a Subcontract or View/Add/Edit a Purchase Order form displays.
See View/Add/Edit Subcontract - Form Layout and Navigation for more information.
See View/Add/Edit Purchase Order - Form Layout and Navigation for more information.
2) From the navigation menu option on the form, click Invoices.
A list form appears and any existing Change Orders displays.
See List of Change Orders for a specific Commitment - Layout and Navigation.
3) Click + New Invoice
The View/Add/Edit a Commitment Invoice form appears.
Next Steps
Change or set the Commitment Invoice Status
View/Add/Edit a Commitment Invoice – General Information
Setup the Invoice Schedule of Values
See Also
Budget
