Financial Work Order⓵

12075

Payment Work Order

Function Entry:

Operation Steps:

• The purchaser selects "Purchasing - Purchase Order" from the menu.
• The purchaser clicks on the "Payment Application" of the order, fills in the amount, verifies the information, and then clicks "Submit".
• The purchaser will see the application form "Application_09-0X" in the order.
• The financial staff finds the application form in "Financial Receipts and Payments - Work Order [Receipt/Payment]", clicks "Process", and then selects "Complete".
• The purchaser will see the completion work order "Payment Completed_09-0X" in the order.

Receipt Work Order

Function Entry:

Operation Steps:

• The salesperson selects "Sales - Sales Order" from the menu.
• The salesperson clicks on the "Receipt Application" of the order, fills in the amount, verifies the information, and then clicks "Submit".
• The salesperson will see the application form "Application_09-0X" in the order.
• The financial staff finds the application form in "Financial Receipts and Payments - Work Order [Receipt/Payment]", clicks "Process", and then selects "Complete".
• The salesperson will see the completion work order "Receipt Completed_09-0X" in the order.