Access the Phoenix website and the Vendor Change Form located under "Forms" in either the Accounts Payable or Purchasing section and save the form to one of your drives. Fill out the form…
Yes. All vendors must have a taxpayer ID of some type. It may be an FEI number or a Social Security number. It may also be "FOREIGN" if the vendor is not a USA vendor.
After dispatching a PO, the PO can be viewed and printed from the Report Manager. Navigation: Reporting Tools>Report Manager > Click on the Administration tab, then click on the PO Dispatch…
There are several ways to send the remaining funds back to budget. They are: If the PO line has been paid by Accounts Payable, click the Final Reference box on the PO voucher distribution line. Final…
The best solution for this type of purchase order is to use the PO ID for your next purchase. A different vendor may be selected. If you don't want to use the PO ID as your next purchase, you…
If you are trying to cancel PO lines from a Purchase Order and the system won't allow the entry, Accounts Payable has probably associated a voucher with the PO line and the line should not be…
If the invoice comes in and is within the system PO tolerance, don't increase the Purchase order to include the extra dollars after the voucher passes Budget Checking. By increasing the Purchase…
The PO must be successfully budget checked and Approved before it can be dispatched. Also assure that the Hold from further processing' box is not checked.
In order for a Purchase Order to have a "Completed" status, all lines must be paid in full. Also, the Purchase Order "Due Date" (located on the schedule panel) must have passed.
Access the Purchase Order, Lines Panel and refresh with Sparky. Go to the Schedule panel and refresh the line to be changed with Sparky. Press the >> located next to the price field and click…