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Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
OVERVIEW: This job aid is designed to walk the supplier through the steps required to create an Invoice Against Contract
(IAC) invoice. NOTE: This job aid includes steps for the workaround of when to enter the Sold-To email, which is subject
to change.
USER/AUDIENCE: SAP Ariba Suppliers
# STEP ACTION RESULT
1
a) Log in to the Supplier Portal
b) Click the Create dropdown
2 Select Contract Invoice
3
a) Select Intel Corporation from the Customer list
b) Click Next
4 Click Select
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
# STEP ACTION RESULT
5
The Choose Value for
Contract screen displays
Click Select for the one
Contract Value desired
Note: Only 1 contract can
be applied per invoice
The Contract Values populate
6
Enter Invoice #* and
Invoice Date
*Invoice # is determined/provided by the supplier
a) Use only capital
letters, hyphens
and numbers as
indicated in this
example
RR-110101 (limited
to 16 characters)
Please note that the Sold
to Email must only be
populated after contract
line item(s) have been
added
Click Next
# STEP ACTION RESULT
7 Click Add Items
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
8
The Add Contract Item
screen displays
There are three potential
Contract Item categories
that may appear
a) Recurring Fee Item (denoted by “FeeItem”)
b) Expense Item (denoted by “MiscExpenseItem”)
a. Other Passthrough - Documentation Required; see steps 28-32)
c) Material/Services/ Activity
9
Add applicable dollar amount for an Expense
Item by clicking on the icon and selecting Review Cart
10
Edit the Amount field to reflect the appropriate cost associated to the Expense Item Click Update Amount Click Done
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
11 Line item is added and amount is modified on the Create Invoice screen
12
Check the items you want to include in the invoice Click Add Item
a. To add individual items, use the upper right “Add Item” button
b. To add multiple items, use either the lower left or upper left “Add Item” button
Click Done
13
Once all applicable items have been added, the
icon will reflect the number of items that have been added. Click Done
14
Line item(s) is added and visible on the Create Invoice screen Scroll down to confirm all applicable items have been added accurately If changes are required, please follow steps 15-24, as applicable
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
15
To add additional contract line items, click on Add Items
16
Add Contract Item screen displays Check the items you want to add to the invoice Click Add Item Click Done
17
To change contract line items, click on Change Items
18
Change Items screen displays Update quantity for negotiated items
19
Change Passthrough Items (ie. Fees, Other…) Update amount
20 To Add Reference Date Select More menu
Add Item
Change Item
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
21
Additional Fields Displayed From the additional fields displayed, place your curser in the Reference Date field and select appropriate Reference Date
22
Click on Update Amount Click Done
23
To delete contract items, click on Change Items
Delete Item
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
24
Change Items screen displays Select the line(s) that needs to be deleted by checking the box to the left Click Delete Click Done
25
On Create Invoice screen,
scroll up to the Tax section
Tax section will default to
Header level tax and Sales
Tax category.
Do Not Change.
If applicable, add Tax rate or Tax amount
26
On Create Invoice screen,
scroll up to the Summary
section.
Click Edit Header
27
Add the Sold To Email
address of the Intel contact
person provided to you for
invoices.
Note: It cannot be the
Category Manager (CM)
Click Save
28
Go to Invoice Header Select Add to Header Select Attachment
Attach documentation
for “Other-
Passthrough”
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
29
Scroll down to Attachments Section Select Browse
30
From Browse Window Select Attachment Click Open
31 From Attachments Section Select Add Attachment
32 Document Attached
Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice
How to Create an Invoice Against Contract (IAC) Invoice Job Aid
# STEP ACTION RESULT
33
The Create Invoice screen displays Click Next
34
The Create Invoice screen refreshes and displays invoice ready to be submitted Click Submit
35
A confirmation screen displays “Invoice has been submitted” Click Exit