QRG-Markview PO Working Folder

AP Invoice Imaging PO Invoice Working Folder (Continued) Accessing MarkView for POs 02/16/07 1 2 MarkView URL’s - PC and Virtual PC Users: PO Working Folder: https://newman.isc-seo.upenn.edu:8001/pls/markview_pr01/up_field.po MarkView URL – Mac native OS Users: 1. If an item has more PO Working Folder: than one hold all https://newman.isc-seo.upenn.edu:8001/pls/markview_pr01/up_field_mac.po reasons will be listed Your browser session will now connect to MarkView: 2. Click the respective link in Hold Code Field: Action: User name Enter your MarkView column to view details username. on each hold Password Enter your MarkView 3. Click on [i] to view the invoice (PC & Virtual PC Only*): password. Click on [OK].

 Software takes approximately 45 - 60 Pointer – de-select active mark-up tool. seconds to load. Yellow Highlight – activates yellow highlighter pen that will allow you to highlight any  It is recommended that you area on the image. dedicate one browser session to your MarkView activity. Blue Sticky Note – similar to post-it note. Can apply to image PO Invoice Working Folder leaving any notes for your reference.

Red Arrow – apply red arrow pointing to any item on the image.

The Working Folder is Green Text – apply green text now displayed; contains messages at any place on the all PO invoices currently invoice. on hold for that PO Holds Resolved Stamp – utilize Creator. to transition invoice back to Accounts Payable if you want to Field: Action: cancel an invoice. Image Open respective invoice image PO Creator Approved Stamp – utilize to transition invoice back to Accounts Payable if Details Show hold you want to approve an invoice for details for respective payment. invoice

Click on the [?] in the details column to determine why the invoice is on hold.

BEN Helps 6-HELP (215-746-4357) BEN Knows http://www.finance.upenn.edu/benknows / Resolving/Managing the Hold (s) Quantity Place PO Creator Apply Holds Resolved Ordered Invoice Approved Stamp on Stamp with detailed reason is greater (>) invoice image in Resolution Sticky Note Important! Be sure to completely analyze the hold situation before determining than the amount text box ordered on PO your next steps. You can either pay the ENTIRE invoice or reject the ENTIRE Maximum Place PO Creator Apply Holds Resolved invoice. Shipment Total Approved Stamp on Stamp with detailed reason invoice line invoice image in Resolution Sticky Note To Approve payment of the invoice, click and place the PO Creator exceeds total PO text box Approved Stamp on a blank portion of invoice line by $25 Items Not Place PO Creator Apply Holds Resolved  Left click to activate stamp, Right click to deactivate Ordered Item Approved Stamp on Stamp with detailed reason billed on invoice invoice image in Resolution Sticky Note but not ordered text box on PO PO Buckslip Review PO Buckslip Apply Holds Resolved Markup is placed text and respond to AP’s Stamp with detailed reason by AP when add’l request appropriately in Resolution Sticky Note info is required text box addressing PO Buckslip appropriately Quantity Log on to BEN Financials Apply Holds Resolved  Click [Save] to place stamp, permanently save P.O. Creator Approved Received Hold and process receipts for Stamp with detailed reason mark-ups, is created when all items received via the in Resolution Sticky Note and transition invoice back to Accounts Payable an invoice is Requisitioner or PO text box received for a PO Manager Responsibility OR that exceeds $5,000 and not To Cancel the invoice, click and place the Holds Resolved Stamp on receipt has been entered in BEN a blank portion of invoice Financials for the items invoiced  Left click to place stamp, Right click to deactivate Multiple Holds Place PO Creator Apply Holds Resolved Approved Stamp on Stamp with detailed reason invoice image. If one of in Resolution Sticky Note the holds is a QTY REC text box Hold, log on to BEN Financials and process receipts via the Requisitioner or PO Manager Responsibility

 Type reason for cancellation into Hold Resolution Sticky Note  Click [Save] to place stamp, permanently save Holds Resolved Seven Easy Steps for Managing Holds stamp and transition invoice back to Accounts Payable. 1. Click on URL sent via e-mail. 2. Log-on to Markview. 3. Click on the [i] and [?]. Decide ‘To pay or not to pay?’ BEN Helps 6-HELP (215-746-4357) BEN Knows 4. Place stamp (pay) or sticky note (don’t PO Hold Resolution Grid http://www.finance.upenn.edu/benknows / pay w/full explanation). PO Hold Type Approve Invoice Cancel Invoice DO NOT PLACE BOTH STAMPS! 5. Click [Save] to place the stamp and transition the invoice back to Accounts Payable. 6. Click on [Refresh] or close window. 3 4