Modify an adjusted vendor invoice

You can modify an adjusted vendor invoice as long as it hasn't been posted yet. If you need to modify an adjusted vendor invoice after it has been posted, use the Adjust Vendor Invoice screen to create another adjusted vendor invoice.

  1. Open the Adjust Vendor Invoice screen.
  2. In the Invoice field, do one of the following:

    • Enter the number of the invoice for the adjustment you want to modify and press Tab.

    • Click to select the invoice for the adjustment you want to modify from a Lookup List.

  3. Modify the fields as needed on the Adjust Vendor Invoice Screen Field Reference.

    • If you want to attach a scanned copy of the invoice you received from the vendor, complete the following steps:

      1. Click Attach.
        Note: ProContractor considers the file attached using the Attach button to be the invoice received from the vendor. You can view it, print it, or attach it to an e-mail from the View Vendor Invoice Log.
      2. Navigate to the invoice file, select it, and click Open.
      3. A new record is created for the invoice file in the Binder tab with a document type of DOCFILE and a description of Vendor Invoice [vendor code] [invoice number]. If needed, use the Binder tab to manage the details of the invoice file.
        Tip: You can change the invoice file by clicking Attach and selecting a new file. However, you cannot delete the vendor invoice binder item.
      4. Select the E-mail on Save of Document checkbox to attach the invoice to an e-mail when you save the invoice.
        Note: All contacts on the Document Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Tip: You can also attach the invoice file by dragging and dropping the file onto the Attach button. If you have Viewpoint Advanced Image Manager installed, you can drag and drop pages directly from Advanced Image Manager to the Attach button. Click Bulk Scanned Invoices on the quick link bar to open the Advanced Image Manager. Using either method will replace the original document file on the Binder tab.
  4. Click Save Adjustment.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.