Inputting an Invoice without a PO

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  • Updated 5 years ago
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How do I enter an invoice in SPS for an order that was not submitted through SPS?
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Gloria Landeros

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Posted 6 years ago

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Hannah, Alum

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Great question, Gloria! Some retailers offer the option to do a "Free-Form Invoice". That would give you the option to use the same invoice form but manually input the information that would normally source in from a Purchase Order. Which retailer are you creating this invoice for? I can check to make sure this is an available option.

To make this process easier, I encourage you to utilize the Defaults feature before creating a free-form document, as well as Item Repository. I have included two training videos below that outline these features:

Defaults

Item Repository
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Hannah, Alum

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Hi Gloria! I hope you are doing well. Just wanted to include steps on how to locate the free-form invoice in case you did not see it as an option from New Document!

1. Click New Document to the left of your inbox.
2. Select your trading partner from the drop-down menu.
3. Click on the document you wish to send
*If there is a free-form option in this list, select it and skip step 4*
4. Click Reply at the bottom of the window without selecting a PO from the list

If you receive an error that states you must select a PO, that could mean your trading partner does not allow free-form invoices. To be sure, please contact Customer Operations to see if making the invoice free-formable is an option.

Please let me know if you have any questions!
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Ginette Lavigne

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This reply was created from a merged topic originally titled
How do I invoice a non-EDI PO?.


How do I invoice for a PO that is not on EDI?

Note: This topic was created from a reply on the how do I submit an invoice? topic.
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Paul, Alum

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Good Morning Ginette!

Thank you for posting in our Support Center.  I've merged your question with a very similar question from another customer.  Please follow Hannah's steps above for Federated Co-Operative.  For your Home Hardware connection, follow steps 1 and 2, and choose 'Invoice - DS'.

Sending an invoice from a non-EDI PO will be a bit more work as there is no PO to source information from.  I've included a some video links below which will help you optimize the free-form document process. Please let me know if you have any additional questions.

Creating Free Form Documents

Defaults

Save as Template

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