Page History

...

1. Invoice date
   
2. Status is "Open"
3. Bill to location is set to LTS Acquisitions
   
4. Calculated total amount matches the total of the invoice
5. Lock total box is checked
6. Adjustments are added for any shipping/postage and the fund is correct
7. Invoice number (adding any leading zeros or letters when necessary)
8. Vendor name
   
9. Payment method
10. Attach/upload the electronic copy of the invoice
11. Save & close
     

...

1. Click on the first invoice line
2. The invoice POL will appear and you will then click on the PO line number
   
3. This will take you to the POL in the purchase order "Orders app". In the upper right hand corner, click Actions--Receive
4. Verify that the title received is an exact match with title ordered
5. Receive the POL following receiving guidelines  
6. Update Bibliographic and Holdings records following guidelines
   
   

...

1. Compare paper invoice total with lock total amount in FOLIO to make sure they agree
2. Change invoice status to "Reviewed"
3. The invoice will then be available for payment by Library Finance and Budget Office

...