Within the IPDP module, you can allow your users to add expenses to activity items.
NOTE: This must be setup by support if not already enabled for you. Please reach out to support via support@scview.com to set this up for you.
Submit with PO
This option would be used if the user or an approver already has a PO number assigned for this activity item.
Fill in the activity with required information. Check box 'Submit With PO' and fill in the PO number.
If you do not know your PO number, an approver may still enter it for you before it has been approved.
Create Requisition
This option would be used if you do not have a PO that was created.
Fill in the activity with required information. Check box 'Create Requisition' and fill in as needed. Once your IPDP activity has been approved, it will create the requisition for you automatically.
Account Description: Type the description that you wish to put the expenses against .
Vendor: Who the vendor will be on the PO.
Account Code: Type the account code that you wish to put the expenses against.
Deliver To Vendor #: Who will be the first approver for this expense.