From the Certify for Payment Screen, you can view any un-certified or certified invoices, add an Invoice, certify a Purchase Order without an Invoice as well as lookup the Certifications and Payments for a Vendor or Purchase Order. The Certify Button allows you to edit, close, or reclassify a Purchase Order. In addition, the system will allow the addition of new item(s), change order/reclass, or close Purchase Item(s).
Click the Certify for Payment Quick Access Button or click the Options Menu, Certify for Payment to access Payments/Certify for Payment.
Select Vendor: Begin typing the Vendor Name, Number or Vendor Search in which you want to work. This will display all transactions for the Vendor. This is a lookup tool that performs an incremental search. There will be a slight delay as it searches for the data. After the criteria is located, a Drop Down List Box will display. Use the Drop Down List Box to enter the Vendor.
OR
Select by PO: Begin typing the PO Description. This will display all transactions for the Vendor of the PO. This is a lookup tool that performs an incremental search. You may search for a Purchase Order by Number, Description, Vendor Number, Vendor Name or the Vendor Search Description. There will be a slight delay as it searches for the data. After the criteria is located, a Drop Down List Box will display. Use the Drop Down List Box to enter the PO.
These are the tabs in which you can choose to work.
The Uncertified Invoices Tab is where you can Add, Edit or Delete an Invoice.
The Certified Invoices Tab is where you can view and/or Edit a Certified Invoice.
The Certifications Tab is where you can view all Certifications for the selected Vendor and void a certification if necessary.
The Payments Tab is where you can view all Payments for the selected Vendor and void a payment if necessary.