Non-Compliant Invoice

• The form to use for this requisition is the TTUHSC Non-Catalog Form.
  • Enter Supplier: select Vendor of choice for the supplier:
    • Click the supplier search link and enter the name of the Vendor of choice.
    • To choose a different fulfillment center, click select different fulfillment center.
    • If the name of the Vendor of choice does not appear in the supplier listing, click enter manually and provide the requested information.
  • The Distribution for this requisition must be customized to Manual:
    • Click the check box after Check this box to customize order distribution information.
    • Remove the check mark from the fax check box.
    • A check mark remains in the check box for Manual distribution.
  • Purchase Category: select the appropriate category from the drop-down menu.
  • Quantity: enter the quantity of items purchased.
  • Packaging (UOM): enter the appropriate packaging unit in the text box. Select the applicable UOM.
  • Unit Price: enter a Unit Price equal to the amount of the invoiced item in the text box.
  • Product Description: provide a brief description of the reason for the expense in the text box.
  • Specifications/Long Text: enter a lengthier explanation of the expenses incurred in the text box.
  • Shipping Information: click the radio button next to Shipping is Prepaid and Will Be Added to Invoice.
  • Available Actions: (top of form) from the drop-down menu select Add and Go to Cart, and click Go.
  • Shopping Cart - Draft Requisition will display on the active cart page. Click Proceed to Checkout.
  • Summary - Draft Requisition page will display:
    • Line and Header FOAP Summary: the FOAP must be a Local Fund. The Account code is dependent on the item(s) for which the expense occurred.
    • Internal Notes and Attachments: Click the Edit button. In the Internal Note text box, enter Non-Compliant Invoice for cost verification purposes only and it will not be forwarded to Accounts Payable.
    • Non-Compliance forms may be found by going to the WebRaider > F&A Work Tools tab > Procurement Services > Purchasing > Forms and Resources link.
    • Click the add attachment link located under Internal Attachments. In the Attachment Details section, attach the complete Non-Compliance Form and click Save.
      • The Invoice Management System is the submission tool to submit invoices to accounts payable. Invoices must be date stamped or attach a vendor email when the invoice is received. This process does not include invoices with patient information and/or personal information.
    • Click the Submit Req button at the top right of the page.
• Forms to be attached to the requisition:
  • Non-Compliance Form
  • Invoice