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Administrator Guide
Last Updated: 2023-06-23
Steps: Enable Supplier Invoice Requests on the Supplier Portal

Steps: Enable Supplier Invoice Requests on the Supplier Portal

You can enable supplier contacts to create new supplier invoice requests from the supplier portal, independent of purchase orders or supplier contracts. Accounts payable specialists can then review the requests submitted from the supplier portal and create supplier invoices. This helps to reduce invoice processing time when purchase orders aren't needed.
  1. Edit Business Processes.
    Add the
    Supplier Contact as Self
     security group to the
    Create Supplier Invoice Request in Supplier Portal
     initiating action on the
    Supplier Invoice Request Event
     business process.
    To create a supplier invoice automatically when a supplier invoice request is approved, add the
    Create Supplier Invoice from Supplier Invoice Request
     action step to the
    Supplier Invoice Request Event
     business process.
  2. Access
    Maintain Dashboards
    .
    Add
    Most Recent Invoice Requests
     to the
    Worklets
     section on the
    Invoices and Payments
     dashboard.
    Add these tasks to the
    Invoices and Payments
     dashboard:
    • Create Supplier Invoice Request in Supplier Portal
    • Find Supplier Invoice Requests
  3. Access the supplier profile.
    Access the
    Create Supplier Change
     task from the related actions menu of the supplier.
    Add selected companies to the
    Restricted Companies for Supplier Contacts
     field. When the
    Restricted Companies for Supplier Contacts
     is empty, the supplier contact can't submit Supplier Invoice Requests on the supplier portal.
  4. (Optional) To select which fields that you want to display, hide, or make required: navigate to
    Configure Optional Fields
     on the invoice request in the Supplier Portal and select
    Open Supplier Invoice Request Event
    .