If you combine multiple orders that are received daily, weekly or monthly into one invoice, the below steps walk you through how do submit a copy of your invoice to Procure Wizard:
Click Orders, then click Batch Orders.
There are two options to locate and select the orders:
By purchase order number:
Input the order numbers one per line in the box provided.
Click the Update Display button.
By order status:
Select the purchaser and purchaser site from the list
Select the order statuses by holding down the CTRL button your keyboard and clicking on each status name to highlight.
Update the date range to match when the orders would have been received.
Click the button Update Display.
If you need to make any amendments to the orders click the Edit button.
Enter your invoice number and date in the boxes provided, then click Accept Invoice.
📌Note:
You can only batch orders that belong to the same site.
Orders must not already have an invoice confirmed.
The orders must be set to portal.
EDI suppliers cannot batch orders together under one invoice, if you are receiving a batch invoice from an EDI supplier please contact them directly and ensure your account is set to one invoice per purchase order.