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Table of Contents
Please click the below links to jump to that particular help section.
Step1:Entertherequiredfields(andCanadianTax
SelectSOC,typeinthePO#,
RegistrationID,ifapplicable).*=requiredfield
clickCreateInvoicebutton.
Step2:AddContactifyourSiemensbuyerrequiresit.Changethe
ShipToAddressifnecessary(youcannotchangeBillToorRemitTo).
Step3:AddingLinestoyourPObasedInvoice BACK TO TOP
Step3:EnterQtytoInvoiceintothe LineEditingForm:Selecttheappropriatelineitemtoadd
appropriatefield.AdjustPricePerUnitif tax,enteraSiemensPartNo.,andadjusttheQuantityand
required(i.e.BlanketPOs lowering PricePerUnitifnecessary.
thevaluetothedesiredbillingamount).
ClickAddSelectedLine(s)toInvoice
button.
Thisiswhereyourinvoicelineitemsarelocated.
LegendDefinitions
Lockedinanotherinvoice:Apreliminary(unsubmitted)InvoiceexistslockingthisPOLineItem.Note:LineItemwillremainlockeduntilthatinvoiceis
submitted.
Lockedincurrentinvoice: Thislinehasalreadybeenaddedtothisinvoice.
Closed: YourSiemensBuyerhasclosedthislineitem.Pleasecontactthemtoopenthislineitem.
Step4:Addsurchargesordiscountsif
applicable(freightchargesgohere).
Step5:Reviewyourinvoice
totals,thenclickContinue.
Steps6,7&8:FinalSteps(InvoiceSubmission
Screen)
Step6:Addattachmentssuchasa
PDFcopyoftheinvoice,or
scannedreceipts,oradd
Notes/Instructionstotheinvoiceif
applicable.
Step7:Review/Printyourinvoice
ifnecessary.Ifthereareany
changesyoudliketomake,click
EditthisInvoicetogobacktothe
pagewithSteps1through5.
Step8:ClickthisbuttontosubmityourinvoicetoSiemens
AccountsPayable.
NonPOInvoiceCreation BACK TO TOP
ClickCreateInvoice 8StepProcess
Step1:Entertherequiredfields(andCanadianTax
RegistrationID,ifapplicable) changetheCurrencytypeif
SelectSOC/MailCode,click necessary.*=requiredfield
CreateInvoicebutton.
Step2:ClickAddContacttoaddyourSiemensbuyersname/email.
FillouttheShipToaddress.
Step3:Entertherequiredfields.
AddTaxifapplicable.ClickAddLine(or
UpdateLineifediting).
Step4:
Addsurchargesordiscountsif
applicable.Note:Pleaseturnoffpop
blockers. Step5:Reviewyourinvoice
totals,thenclickContinue.
Steps6,7&8:FinalSteps(InvoiceSubmission
Screen)
Step6:Addattachmentssuchasa
PDFcopyoftheinvoice,or
scannedreceipts,oradd
Notes/Instructionstotheinvoiceif
applicable.
Step7:Review/Printyourinvoice
ifnecessary.Ifthereareany
changesyoudliketomake,click
EditthisInvoicetogobacktothe
pagewithSteps1through5.
Step8:ClickthisbuttontosubmityourinvoicetoSiemens
AccountsPayable.
UploadInvoiceSpreadsheet BACK TO TOP
Step1: ClickUploadInvoice
Spreadsheet
Step3: ClickDownloadExcelTemplate
anddownloadthetemplatefile.
Step5:Youwillreceiveanemail
indicatingthestatusofyour
spreadsheet.ClicktheViewbutton
tobetakentotheUploadHistory Step4:Afterenteringyourinvoiceinformationintothetemplate,
page. clickBrowseandselectyourfinishedspreadsheet.ChecktheAuto
Submitcheckboxifyouwantyourspreadsheetsinvoicestobe
submitteddirectlytoSiemensAP.
BACK TO TOP
Clickthisbuttontoviewtheerrorsthat
Step6:Ifyourspreadsheetdidnotprocess causedyourspreadsheettonotprocess
successfully,reviewyourerrors,makethe correctly.
correctionsonyourspreadsheetfile,andgoback
toStep4.
CreatingaCreditMemo BACK TO TOP
ClickCreateCreditMemo FOREWORD:IfyouarecreatingacreditmemoforanonPOinvoice,pleasefollowthe
instructionsforNonPOInvoiceCreationandenteranegativenumberfortheQuantityof
eachlineitem.ThisdocumentoutlinesthecreationprocessforPObasedcreditmemos.
Step1:Entertherequiredfields(andCanadianTax
SelectSOC,typeinthePO#, RegistrationID,ifapplicable).
clickCreateInvoicebutton.
Step2:AddContactifyourSiemensbuyerrequiresit.Changethe
ShipToAddressifnecessary(youcannotchangeBillToorRemitTo).
Step3:AddingLinestoyourPObasedInvoice BACK TO TOP
Step3:EnterQtytoInvoiceintothe LineEditingForm:Selecttheappropriatelineitemtoadd
appropriatefield.Makesureyouentera tax,enteraSiemensPartNo.,andadjusttheQuantityand
negativenumberfortheQuantity. AdjustPrice PricePerUnitifnecessary.
PerUnitifrequired(i.e.ifyouareonlydoinga
partialdiscount).ClickAddSelectedLine(s)to
Invoicebutton.
Thisiswhereyourcreditmemolineitemsarelocated.
LegendDefinitions
Lockedinanotherinvoice:Apreliminary(unsubmitted)InvoiceexistslockingthisPOLineItem.Note:LineItemwillremainlockeduntilthisinvoiceissubmitted.
Lockedincurrentinvoice: Thislinehasalreadybeenaddedtothisinvoice.
Closed: YourSiemensBuyerhasclosedthislineitem.Pleasecontactthemtoopenthislineitem.
Step4:Addsurcharges
ordiscountsifapplicable.
Step5:Reviewyourinvoice
totals,thenclickContinue.
Steps6,7&8:FinalSteps(InvoiceSubmission
Screen)
Step6:Addattachmentssuchasa
PDFcopyofthecreditmemo,or
scannedreceipts,oradd
Notes/Instructionstothecredit
memoifapplicable.
Step7:Review/Printyourcredit
memoifnecessary.Ifthereareany
changesyoudliketomake,click
Editthiscreditmemotogobackto
thepagewithSteps1through5.
Step8:ClickthisbuttontosubmityourcreditmemotoSiemens
AccountsPayable.
CreatingaNonPOCreditMemo BACK TO TOP
ClickCreateCreditMemo 8StepProcess
Step1:Entertherequiredfields(andCanadianTax
RegistrationID,ifapplicable) changetheCurrencytypeif
SelectSOC/MailCode,click necessary.*=requiredfield
CreateCreditMemobutton.
Step2:ClickAddContacttoaddyourSiemensbuyersname/email.
FillouttheShipToaddress.
Step3:Entertherequiredfields.
Makesureyouuseanegativenumber
fortheQuantityfield.AddTaxif
applicable.ClickAddLine(orUpdate
Lineifediting).
Step4:
Addsurchargesordiscountsif
applicable.Note:Pleaseturnoffpop
blockers. Step5:Reviewyourcredit
memototals,thenclickContinue.
Steps6,7&8:FinalSteps(CreditMemo
SubmissionScreen)
Step6:Addattachmentssuchasa
PDFcopyofthecreditmemo,or
scannedreceipts,oradd
Notes/Instructionstotheinvoiceif
applicable.
Step7:Review/Printyourcredit
memoifnecessary.Ifthereareany
changesyoudliketomake,click
EditthisInvoicetogobacktothe
pagewithSteps1through5.
Step8:ClickthisbuttontosubmityourcreditmemotoSiemens
AccountsPayable.
BACK TO TOP
InvoiceApproval&PaymentStatus
UsetheInvoiceSearchPaneltodisplayinvoices.InvoiceApprovalandPaymentStatuscanbedeterminedintheStatus
highlightedinred.
Sep09
PaymentStatusDefinitions BACK TO TOP