Using Electronic Invoice Upload to create a PREQ or an Electronic Invoice Reject Document

Create a Purchase Order

• Log in as khuntley
• Create and blanket approve a Requisition
• Refer to How to Create a Capital Asset via Purchasing Accounts Payable article with the following changes: 
  • Use vendor Dell Inc. (you'll need to approve the PO)
  • Use object code 5000
  • Use a low amount such as $500
  • Blanket Approve 
• Approve the PO. 

Create an Electronic Invoice File

• Go to the following link (change the url as appropriate to match where the PO was created)

https://monsters-sbx.kuali.co/fin/purapElectronicInvoiceTestFileGeneration.do?backdoorId=appleton

• Enter the Document Number of the Purchase Order that was created above, not the PO number. 
• Click Generate - an xml file is created and dropped in your downloads folder
  • If you are trying to create an EIRT 
    • Open the file - increase the quantity. 
    • Save the file. 
  • If you are trying to create a PREQ, do not change the file. 

Create the Electronic Invoice Reject Document (EIRT) or Payment Request (PREQ)

• Log in as abeal (if not already logged in)
• Jump to  Electronic Invoice Upload
  • Choose the PO xml file
  • Enter your initials in the File Identifier field
  • Click Add
• Log in as khuntley
• Use Batch Schedule to run unscheduled job electronicInvoiceExtractJob
  • Refer to the How to Run Batches article for details.

 Process the EIRT

• Log in as appleton
• Use Doc Search to find the EIRT
  • Refer to Document Search article for details (see Custom Searches)
• Open and correct or override as necessary to create a Payment Request.