Invoices Forms Tab

Use this tab to define the following:

Users who should be notified when an invoice is submitted.
Whether vendors should be notified that their invoices have been received, rejected, or are being processed.

Menu Path

From the System Administration menu, select Administration. From the Profiles menu, select Workflow Configuration Profile. On the Workflow Configuration page, from the Vendor Access Center menu, select Invoices.

Action Buttons

The following action buttons appear on the tab:

Apply	Saves your settings.
Undo	Resets any changes you made after the last time you clicked Apply.

Fields

Field	Description
Notify Approvers - Needs Approval (Always Sent)	Indicates that notifications are always sent to invoice approvers when a vendor uploads an invoice on VAC. You cannot clear the checkbox. Used in conjunction with Users to Process Uploaded Invoices. If you select the blank option for all four users, notifications are not sent.
Notify Vendors - Invoices Received	Select if you want vendors to be notified when an invoice is uploaded successfully.
Notify Vendors - Processing Invoice / Invoice Rejected	Select if you want vendors to be notified that an invoice has been turned into a payable or if it has been rejected.
Payment Entry Type	Determines which page opens when a user clicks the link in an email or activity. Batch - Users are taken to the Batch Accounts Payable page in Fund Accounting. Online - Users are taken to the Post Accounts Payable page in Fund Accounting.
Users to Process Uploaded Invoices	Select up to four users to receive notifications by email or activity when a vendor uploads an invoice. The list displays PowerSchool ERP users that meet the following criteria: The User Login field on their Employee Information record matches the User ID of a record on the Security Users page. The Email field on their Employee Information record contains a valid email address. If you do not want to use notifications for approvers, select the blank option in the list.