Identify the Error 0:00
Determine if you billed a Purchase Order (P.O.) to the wrong vendor or entered the wrong amount.
2. Delete the Incorrect Invoice 0:13
Locate the incorrect invoice associated with the P.O.
Delete the invoice to allow for a new billing.
3. Create a New Invoice 0:28
Navigate to Plus Invoice.
Select the correct vendor (e.g., Wells Fargo).
Enter the correct billing date and amount.
4. Set Terms and Post to Accrued Payables 0:41
Ensure the terms codes are correct.
Post the new invoice.
5. Add Shipping Charges (if applicable) 1:01
If there are any shipping charges, include them in the new invoice.
6. Save the New Invoice 1:12
Save the new invoice and enter the invoice number.
7. Reconcile Serial Numbers 1:23
Look up the purchase order to find attached serial numbers.
Reconcile each serial number to the new invoice:
Select the serial number.
Choose the corrected invoice.
8. Verify the New Invoice 2:10
Check the invoices for the correct vendor (Wells Fargo).
Ensure that the billed inventory shows the reconciled items.
9. Delete the Old Invoice 2:24
After confirming the new invoice is correct, delete the old, incorrect invoice.