Staples PO's - Need to Invoice Customer.

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  • Updated 5 years ago
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I have tried multiple times to invoice the customer for Staples PO's PK2978, PK2979, PK2980, and PK2981, however, I am receiving an error message. I have tried marking all as read, receiving in all documents, etc and unfortunately nothing has worked. Can you let me know how I can get these PO's invoiced to the customer ? Please advice at kathy1@lenovo.com or you can call (919)294-2682. Thanks so much!
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Kathleen Hite

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Posted 5 years ago

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Fred, Customer Operations Analyst

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Hi Kathleen,

Thanks for your post!  I took a look at those orders and found that they were archived and have some unacknowledged purchase order changes.  First, you will need to unarchive the purchase orders and purchase order changes.  Follow these steps:

-Enter the PO number in the 'Search by Document ID' field above the Status column of your Webforms account and hit enter
-Change the 'Status' dropdown from 'All Statuses' to Archived.  This should allow you to view the hidden documents.
-Put a check in the checkbox under the status column next to each document
-At the bottom of the screen, click on the 'Select an Action' dropdown and select 'Unarchive'

After doing this for each document, you need to accept/reject the changes.  You can do this by following these steps:

-Enter the PO number in the 'Search by Document ID' field above the Status column of your Webforms account and hit enter
-Click on the ID number of the earliest Purchase Order Change in your account (you must accept/reject in chronological order)
-In the window that opens, there should be icons in the top right corner.  You can accpet by clicking the far left icon that looks like a piece of paper with a check in it.  You can reject by clicking on the document crossed off in red.
-After running through the changes, you should be able to access the invoice


I have attached a couple links in case you have any questions about these processes:

Unarchiving documents
http://supportcenter.spscommerce.com/spscommerce/topics/problems_invoicing_a_po

Working with Purchase Order Changes
http://supportcenter.spscommerce.com/spscommerce/topics/video_purchase_order_change


Please let me know if you run into any issues or have any questions!  If it is urgent, please contact our support team at (888) 739-3232 option 1.  We would be more than happy to help!  Thank you!

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