PEOPLESOFT SUPPLIER SELF SERVICE SERIES – PART X: INVOICES AND PAYMENTS
In Part X of our Supplier Self Service series, we will explore Invoices and Payments on the Supplier Secure Home Page. Users must have a user ID with proper security to access the Invoices and Payments tile. Invoices and Payments are associated with the eSettlements module.
Upon clicking on the Invoices and Payments Tile, the user is brought to another landing page with multiple options including:
- Generating a Self-Service Invoice
- Invoice Inquiry
- Payment Inquiry
- Dispute Resolution
- Upload Invoices
- Reviewing Messages
- Reviewing Agreements
Clicking on the Self-Service invoice, the user is presented with the current list of invoices and their status along with the ability to create a new invoice for the customer.
This invoice can be sent directly to the customers PeopleSoft Payables system.
Invoice creation is a guided process.
Users can extract from the purchase order to create the invoice.
Enter settlement information and submit.
The Invoice Inquiry tile allows the user to inquire on the status of the invoices created. This self-service act eliminates the need for the supplier to call the customer to inquire.
The Payment Inquiry tile allows the supplier to check on the status of a payment.
The Invoices in Dispute tile allows the supplier to review invoices that are being disputed and the details behind the status and dispute.
The Upload Invoices tile allows the supplier to leverage an upload process to generate the invoices.
The Message tile contains all the messages the supplier has in their queue.
Generally, the supplier will need to act on the message.
Clicking on the My Agreements tile will display the agreements for the supplier.
The user can accept the agreement or view the details.
Once in the details, the user can review and accept the agreement and set the notifications they will receive based on the agreement.
If you need any additional information on Invoices and Payment in the supplier portal, please send an email to larry.zagata@miproconsulting.com. To read more about MIPRO Consulting, click here.
