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benhelpsp2p[procure-to-pay]presents“the内容摘要：

r Green Text Contact The icon next to Contact opens a list of values containing all PO Managers  Select the PO Manager desired and their name amp。 address will populate Email Any person‟s address can be entered, but only other PO Manager amp。 BEN Balances users can view the invoice image **Note: Asterisk denotes a required field** 26 27 “For a PO Buyer who leaves the University OR Transfers within the University and DOES NOT have PO Manager responsibility in their new role”? “Managing Holds Process” • An alternate assignment is processed. In addition to managing their own holds, the newly assigned PO Buyer will be responsible for managing the holds for the PO Buyer that transferred. [Continued] Manipulating the Image Display 28 29 THINGS TO REMEMBER MarkView • Users should NOT set their MarkView password to be remembered each time they log in. Why? Passwords expire every 30 days, therefore your BEN Financials and MarkView passwords must be in sync. If you have the box checked, and your BEN password was changed, you will receive an error when you click “OK” to log into MarkView. P2P = P2P HELPFUL TIPS amp。 TOOLS P2P 30 Submitting Invoices for Payment P2P = P2P = P2P HELPFUL TIPS amp。 TOOLS  To ensure timely payment to suppliers and within the specified terms, ALL invoices should be sent directly to Accounts Payable by the supplier.  DO NOT use a highlighter on an invoice. Once scanned in the system by Accounts Payable, the data can not be read in MarkView.  Email alerts for invoices on hold will be sent daily  Only the Buyer (or their Alternate Assignment Designee) can approve or request cancellation of an invoice.  To access your Web Inbox at any time, bookmark the following URL: Submitting CForms for Payment 31 P2P AP amp。 IDS employ the following procedures and criteria for handling CForm exceptions, either by returning CForms with exceptions through Intramural Mail or electronically through BEN Pays Imaging system. Intramural Mail: CForms will be sent back to the TAC Holder who embossed it. If…  Wrong form used  Missing TAC and/or signature  TAC Card has expired  Total Amount on CForm is greater than TAC holder limit  CForm is a photocopy  No Vendor on the CForm and no W9 attached  Information on the CForm not typed  Fields are crossed out and typed over  White out is used on a field then typed over Submitting CForms for Payment 32 P2P Electronically via BEN: CForms will be sent back to the TAC Reviewer List If…  Missing Invoice  Invoice must not contain “words”. It can consist of letters and numbers  Missing Invoice Date  Total dollar amount on lines does not equal what is written on the CForm  Invalid GL Account  Duplicate Invoice  Name provided on CForm doesn‟t match name in BEN  SSN on CForm does not match number in BEN [continued] 33 III. RECEIPTS 34 Invoices on Qty Rec Hold “I receipted an invoice in PO Manager, why is it still on hold”? Remember: • When entering receipts, you receipt a quantity or amount against the PO Line. You do not receipt the invoice. • There is NO association between receipts and specific invoices. EXAMPLE: PO created for QTY= 25,879 There are 4 invoices on Qty Rec hold. 3 for $7, [ea] and 1 for $3,. A receipt is entered for QTY= 21, [total of 3 invoices] None of the invoices go off hold because the total quantity received must equal or exceed the total quantity billed 35 Invoices on Qty Rec Hold • How can I verify what‟s been billed and receipted on my purchase order? 36 Invoices on Qty Rec Hold [Continued] REMEMBER: Each hold and each receipt is against a specific line number on the purchase order as shown in the illustration below. Invoices on Qty Rec Hold • You can also view what was ordered, billed amp。 receipted on a Purchase Order from Inquiry Invoices. 37 [Continued] 38 Invoices on Qty Rec Hold “I entered a receipt and applied the Holds Resolved stamp to the invoice. Why is the hold notification still in my web inbox”? Remember: • Qty Rec holds are released in nightly batch processing. The hold will be released the night that receipts are entered in BEN. Therefore, it‟s not necessary to apply a Holds Resolved stamp IF invoice is on Qty Rec hold ONLY. [Continued] 39 Why we receipt… • University‟s Financial Policy 2309 requires due diligence on the part of University employees to ensure the proper receipt and inspection of purchased goods. • Departments must receipt goods and/or services for all purchase orders valued at $5,000 or greater before payment can be released to supplier. P2P P2P = P2P HELPFUL TIPS amp。 TOOLS 40 Entering Receipts from PO Manager “Why can‟t I enter a receipt”? I get a message „Field is protected Against update‟ in the lower corner of the screen when I try to put a check mark in the box next to the Quantity field. This message means, there are multiple distributions on your purchase order 41 Entering Receipts with Multiple Distributions If a + sign is shown and the Destination Type is “Multiple”, this indicates there were multiple distributions used on this PO. This shows the quantity on the line level. In order to receipt the quantity, click on the + sign. The expanded lines are the quantities ordered per PO line/ per distribution. 1 2 42 Problem Resolution with Receipts Remember: • You DO NOT receipt invoices, you receipt merchandise on a PO line. • You have the ability to view the Quantity Detail folder in PO Manager. It shows: P2P = P2P HELPFUL TIPS amp。 TOOLS P2P 43 Impact of Receipts。