Icon

Department 3 Invoices

Learn how to address invoice redirection issues in Department Three, specifically for Shawn who lacks Sage 100 access.

By Rose Gomez

Department 3 invoices are routed to Shawn for approval but he does not have access to Sage 100. You will need to note the project name on his invoices.

Let's get started

1
Click on "New Invoice"
Step #1: Click on "New Invoice"
2
PO Number Entry: Type "1912258-hp + Tab"
3
Select PO lines
Step #3: Select PO lines
4
Click on "Add To Invoice"
Step #4: Click on "Add To Invoice"

Sub Account 3 tells you that this neds

5
Click on "3"
Step #5: Click on "3"
6
Drag "C CONSUMER CELLULAR"
Step #6: Drag "C CONSUMER CELLULAR"

We need to add the job name "invoice."

7
Type "Ctrl + C"
8
Drag "oo"
Step #8: Drag "oo"
9
Type "Ctrl + V"
10
Type "Enter"
11
Click on "DocRoute"
Step #11: Click on "DocRoute"
12
Click here
Step #12: Click here
13
Type "shaw + Enter"
14
Click on "Route"
Step #14: Click on "Route"
15
Click on "ок"
Step #15: Click on "ок"
16
Click here
Step #16: Click here