Accepting Pending Invoices

At the Accept pending store purchases step, you can accept pending invoices in the system.

To accept a pending invoice:

1. In the Manager's Daily Workflow, move to the Accept pending store purchases step.
2. In the Current Invoices section, select an invoice to review.
3. In the displayed form, click the Category Description column to open and review by section.
4. Correct any missing information like category, CR department, cost and retail price.

   

5. If you know an item should go into a certain price group or promo group, add the item to this group.
6. If the MOP for the invoice is Cash, make sure it is applied to the correct date and shift so that the cash balance is correct.

   

7. After reviewing the invoice, click Accept.

Accepting Pending Credit Store Purchases

To accept pending credit store purchases:

1. In the Current Invoices section, select a credit invoice to review.
2. Open the Category Description to review by section.
   The quantity should have brackets around it like (1) indicating a negative value.
3. If the pack size is not 1, you must change the value:
1. Right-click the Pack Size column and select Change Invoice Unit in Case.
2. Change the invoice units in case only. This will not affect the Price Book.

   

4. After making all changes, click Accept to accept the invoice.