Create a purchase invoice from a payment request

Sparkrock 365 provides the capability to create purchase invoices from approved payment requests.

To convert approved payment requests into purchase invoices

1. Choose , enter payment request, and then choose the related link.

   The Payment Requests page opens.

2. Select the request that you want to convert to a purchase invoice, and then on the action bar, choose Manage > View.

   The Payment Request page opens.

3. Review the request for accuracy. Check that the following information is correctly populated:

   • Attachment is provided

   • Correct vendor information and tax jurisdictions are chosen

   • Invoice number and date are correct

   • Account sets and general ledger account are correct

4. On the action bar, choose Home > Set Blank Action To.

   The Purchase Requisition Set Mass Action page opens.

   The default value for Set Blank Action as is Create Purchase Document.

5. Choose OK.

6. Choose Home > Create Purchase Document.

   If a confirmation dialog appears, choose OK.

   If you are using A/P Batches, you are prompted to specify an A/P Batch No.. Assign the open batch.

   The purchase invoice is created.

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