The non-PO task form will be leveraged for the 3 stages of the non-PO process (Processor, Approval, and Quality Control). When processing non-PO invoices, processors will have the ability to lookup vendor information directly from Dynamics AX if the workflow is unable to find a match based on a vendor name/address combination. The user will also have the ability to provide the GL coding for the given invoice with real-time lookups to Dynamics AX chart of accounts. Supporting documentation may be attached to the transaction through the available “Supporting Docs” tab. Once coded the processor may select the approver or approval path to begin the approval process.
How are unmatched non-PO invoices processed?
