This process is used to invoice for purchase orders created either … · 2020-02-03 · Page 1 of...

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CREATE AN INVOICE USING A PURCHASE ORDER

DESCRIPTION

This process is used to invoice for purchase orders created either within iSupplier originating from a field ticket or for purchase orders received for goods. All charges must come from an approved purchase order. Only freight and taxes can be added to the invoice. If you still have questions, please email [email protected]

PROCEDURE

STEP 1: Login to Oracle (https://oracledmzpnob1i.nobleenergyinc.com/OA_HTML/AppsLogin)

mailto:[email protected]

https://oracledmzpnob1i.nobleenergyinc.com/OA_HTML/AppsLogin

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STEP 2: Click the Finance tab.

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STEP 3: Click the Go button next to Create Invoice With a PO.

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STEP 4: Enter the Purchase Order Number that is being invoiced and click Go.

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STEP 5: Review the purchase order line(s).

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STEP 6: Choose the line(s) to be invoiced by checking the Select Box then click the Next button to continue.

Note: If many lines need to be selected, you can use the Select All link to select all lines at once.

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STEP 7: Enter the Invoice Number and Invoice Date. The Invoice Description can optionally be entered.

Note: All fields with * are required and all other are optional.

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STEP 8: Attach a copy of the invoice and any other supporting documentation. Click the Add… button next to Attachment.

Note: Even though there is no *, the Invoice Attachment is still

required. You will receive an error message in the next step if

the attachment is not added.

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STEP 9: Enter the Title and Description of the attachment.

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STEP 10: Click the Browse… button to search your computer to add the invoice attachment file.

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STEP 11: Select file to attach and click Open.

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STEP 12: Click Apply to attach the file to the invoice.

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STEP 13: A Confirmation note will display once attached.

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STEP 14: If needed, the quantity can be adjusted to the invoice.

Note: The quantity displayed is the remaining balance to be invoiced on the PO. The only adjustments that can be made is reducing the quantity.

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STEP 15: Click Add Row button to add any freight charges on the invoice.

Note: Only freight charges can be added here. Any additional line items to charge must be added to the PO or another PO.

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STEP 16: Enter the Freight Amount.

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STEP 17: Enter the Description of the freight charge.

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STEP 18: Click Next to continue.

Note: If additional freight lines need to be added, click the Add Row button.

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STEP 19: The default Tax Amount is 0. If tax is required, follow the steps 20 - 22 to add tax. If there are no taxes, you can leave the default tax amount of 0 and continue at Step 23.

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STEP 20: Update Tax Amount to be the full tax amount of the invoice.

Note: If there are multiple tax rates for different percentages, the total amount of all tax lines should be entered here.

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STEP 21: Once the full tax amount has been entered in the Tax Amount field, click the Calculate button.

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STEP 22: Click the Recalculate Total button.

Note: After clicking Recalculate Total verify the Total invoice amount matches the attached invoice.

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STEP 23: Click the Next button to continue.

Note: If tax was entered, it will display in lower right corner.

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STEP 24: Review all information entered to ensure accuracy. Once reviewed, click Submit. Note: Please review all information for accuracy because once an invoice is submitted it cannot be revised or deleted.

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STEP 25: A confirmation message is received that the invoice has been submitted.

This process is used to invoice for purchase orders created either … · 2020-02-03 · Page 1 of...

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