by following the steps, you should be able to Create an invoice using the test Environment (Im01, Im03)

  • So Before anything else, we need to make sure that we have an approved expense to invoice, so you might want to createa sample timecard first before the actual creation of Invoice. (You can follow the below steps I took)

—–DETAILS—-

IM01. testing

Managing Firm: AGS
Sample assignment number: 9866841
Resource: GDPR, Test
Hiring Manager: SANTOS, PABLO E.
Time card Approver: Manager, AGS TPL Office
Buyer Organization: Great Britain – Professional (Cat)
Supplier: Jonathan Lee Contracts, Ltd (Cat-UK)

Sample timecard submitted: T-45024626-0, T-45029620-0 (16/09/18)

—–/DETAILS—-

—–STEPS—-

step 1: identify a sample assignment number in the test site

Step 2: submit a timecard

Step 3: Approve it on behalf of the manager

Step 4: creat the invoice

-login as accounting representative
– Click “Create Invoice”
– Bill through date should be the weekending date
– Create a filter – get the supplier Org name, rename the filter
– Click Create invoice, refresh the invoice list
-From “Actions”, click “Apply Taxes and Discounts”, refresh the invoice list
– Submit for Approval
– Close the session and login
– Now, Login as the Accounting MAnager
– Go to the Buyer Org, Invoices to approve the submitted invoice
– Manage Extracts
-Select All extracts and click “Generate”
– After generating all the extracts, mark them all and click ” Send”

—–/STEPS—-