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Agencies use the Self-Service feature to create invoices and credit memos from paper documents on behalf of the vendor. You can create the invoices and credit memos from agency POs/BPOs uploaded to IPP or create them from blank Invoice templates.
The Disburser Administrator must assign the Self-Service permissions to the Disburser user. In addition, IPP limits access to the invoices by ALCs and the Disburser user’s group association.
If your agency uses Workflow, the invoices flow through the approval process. If the agency has not enabled Workflow, invoices post to the agencies ERP in the next scheduled invoice download task.
The Self-Service tab contains the following options:
Add Invoices – Use to create invoices from POs, by cloning another Self-Service invoice, or to create an invoice from a blank form (non-PO)
Add Credit Memo - Use to create credit memos from POs, by cloning another Self-Service credit memo, or to create a credit memo from a blank form (non-PO).
Inquire - Use to identify and review invoices created through Self-Service and are awaiting submission, failed validation and require fixing, in draft status, or are rejected.
Settings – Use to select preferences that control how the Add Invoices page functions.
All references to POs apply to BPOs and all references to invoices apply to credit memos, unless otherwise stated.