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The process starts with OmniScan.
Start with a New Job in OmniScan (invoice.ini)
The Invoice and the Goods Received Note will be scanned and
appear here
Data Entry is done here with validations, Pull down list for Vendor Names and
Calendar for Date
Once all Invoices are entered, they are
exported to OmniDocs
Export to the Process is through OmniDocs
username and password.
An audit report is generated
for all exported Invoices
This is the Audit Report
1st User ‘Receiver’ logs in
to OmniDocs
‘Receiver’ clicks on OmniProcess to
start the AP Process
‘Receiver’ sees his queue and clicks on
pending Invoice
‘Receiver’ is taken to the viewer where he can see the
actual Invoice and index values. Receiver can also put annotations like comments
here.
‘Receiver’ clicks on Approved to send it to the Purchase Officer
2nd User ‘purchase’ logs in to OmniDocs
Purchase offices sees his pending invoices for
approval. He clicks on the item and goes to the
OmniDocs Viewer.
Purchase Office also approves it and sends it to the Approver/Buyer
3rd User ‘approver’ logs in to OmniDocs
Approver/Buyer is also presented with pending
Invoices. He clicks on them.
The Approver however sees a problem and
select ‘SendBack’ to send the Invoice back to the
Purchase Officer
Whenever the Purchase Officer logs in, he will see an Invoice in the
‘Exception’’ folder
Invoice has come back as an ‘Exception’. The
Purchase Officer clicks, on it
Purchase changes the value from 9000 to 8000
and Approves. The Invoice will go to finance.
The approver logs in again
and approves the Invoice the value of which was changed by
the Purchase Officer
4th User ‘finance’ logs in to the system
And finds pending Invoices for final approval
The finance user puts in a note and sends the Invoice to
the folder earmarked for Invoices cleared for payment.
He can also reject and Invoice. All Rejected Invoices
go into the ‘Reject’ folder
This is the OmniDocs repository of the Accounts Payable Process where Invoices are stored and
moved.
The Invoice in this demo is now present in FinalInvoices with the folder similar to the
vendor name.
Please contact for more details
patners@newgen.co.in
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