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- Invoices will come from Proquest via email to the Collections account
- Invoice will have ATOLOAN printed on the account summary
- Print and stamp invoice - STL invoices should be stamped with the Opex code stamp
- Create Purchase Order on Horizon using vendor code xpqil
- PO header:
- Copy/Item = None
- Untick Barcode @
- Just do as a single line, noting the number of ATO loans and invoice date e.g. 132 x ATO loans 10 October 2017 (or 10/10/17)01-31 August 2017.
- Quantity: 1
- Location: b
- Budget: bxeo
- Collection: xeb
- Item type: r
- Stat class: pd (patron driven)
- Unit price: invoice total
- Save and close
- Approve & print
- Create invoice on Horizon: xpqil (New Invoice: xpqil)
- Put in invoice number + invoice date + total amount
- Invoice line, keep receipt box ticked, then approve
- Stamp invoice with Opex stamp + date stamp. Sign.
- Place in basket for Finance
- Email goes in "invoices passed" folder
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