1. Go to www.myscview.com to log in.
If you've never logged in before, please contact your admin for your username and initial password.
2. Click on the "Tools" menu and click "AR Invoices"
3. Select the Invoice(s) we want to make copies of and import into the system with modifications by checking the boxes on the left hand side. Then click Export > Export Line Items > Extended. Then save the file onto your computer.
This will give you the format we need to import. As long as you have a copy of this file on your computer, you don't have to export each time when creating new invoices unrelated to existing invoices in the system.
4. Edit the exported file in Excel or any software that accepts XLSX files, by making sure to update the Invoice Number, Invoice Date, and anything else that should be changed from the invoices we are copying. Save the file once finished.
5. Under Tools > AR Invoices, click the Import button. Choose the file from your computer that was exported and saved.
5. We will have the option to "Save all as Draft" or "Save all, submit validated". Choose the option necessary, and then click "Save".
- Save all as draft will not submit Invoices to workflow. Once imported into the system, they will need to be edited and then submitted from there.
- Save all, submit validated will submit any valid AR Invoices into workflow. If it detects a duplicate invoice number, it will still save the invoice as a draft.
The totals must calculate properly for each invoice and line item, or we will see a warning that they do not add up properly, and it will not allow us to create the AR Invoice(s) that are affected.
6. We will then see an Import Complete window, whether the invoices were saved as a draft, or submitted for approval.
7. Click the OK button on the Import Complete window and then click Close on the top right corner of the import screen.
From here, we can handle the AR Invoices just like those that are created directly in the system.