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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Supplier Invoices

Steps: Set Up Supplier Invoices

Configure the
Supplier Invoice Event
 business process and security policy in the Supplier Accounts functional area.
You can streamline invoice creation by configuring supplier invoices to populate payment details, review invoice matching, apply budget check, route to an assigned approver, and more.
  1. Configure the
    Process: Supplier Invoice - Invoice Workbench
     security domain in the Supplier Accounts functional area. Enable your organization to use the
    Supplier Invoice Workbench
     task to create supplier invoices from Procurement documents.
  2. On the Supplier Invoice Event business process, you can:
    1. On the
      Supplier Invoice Event
       business process security policy, add the Approvers security group to the Approved action. This configuration enables you to route a supplier invoice to a unique approver in your organization.
    2. Set up the
      Supplier Accounts Match Process
       action step after the completion step in the
      Supplier Invoice Event
       business process. This set up ensures processing accuracy in ordering, receiving, and invoicing, match supplier invoices to Procurement documents.
    3. Set up the
      Initiate Supplier Accounts Match Event for Related Supplier Invoices
       service step on the
      Supplier Invoice Event
       business process.
      Use invoice adjustments to initiate the supplier accounts match event for related supplier invoices. You can use a supplier invoice adjustment to correct a previous match exception on a supplier invoice.
    4. Set up the
      Check Budget
       completion step in the
      Supplier Invoice Event
       business process. This configuration enables you to apply budget check on supplier invoices to ensure the availability of funds.
  3. (Optional) Access the
    Maintain Invoice Types by Country
     report.
    Configure country-based invoice types for expense reports and supplier invoices, for accurate reporting that complies with local government requirements.
    Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
  4. Set up worktags and spend category to populate based on the supplier.