Setup Questions Invoice Tab

Setup Questions for Invoices User Policies

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. field list follows the questions should you need additional information to answer a question.

Instructions

Confirm that all users have been set up. Prior to setting up user policies, users must be established in System—Security—Users. Display the Users page to access the System Help file and get more information.
Print this topic—one for each user you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page for each user you want to set up.
Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
Send a copy of your completed questionnaire to AMSI Support.
Use your answers to set up each user.

User ID

For what user ID am I setting policies?

Enter a user ID: __________________________

Questions for Invoice User Policies

Allow Invoices without PO?

Do I want to allow this user to be able to enter invoices into eFinancials or ePO without a purchase order, overriding any global and vendor policy settings that require purchase orders?

Circle one: Yes or No.

On the screen:

—If yes, check the box.

—If no, accept the default of unchecked.

Invoice can exceed PO by $ or %

How much can this user exceed the purchase order amount during invoice processing?

Enter an amount: $________________________

Enter a percentage: _______________________

Unit cost can vary from PO line item by

By what percentage can unit cost vary from the purchase order line item during invoice processing without requiring further approval?

Enter a percentage: __________ %

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Invoice Effect of User Policies