My to-do list Definitions

	Activity	Task	Definition	Your Action
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1	Purchase Requisition v.1	Responsible Director	You have a Purchase Requisition to approve	Open the PR, review, and click "Reject" or "Approve"
2	Purchase Requisition v.1	PR Creation	You have created a Purchase Requisition but it has not been submitted for approval	Open the PR, finish adding items to your cart and submit for approval
3	Order - PO Automation	Supplier Review	The Purchase Order has been created and is now with the Supplier to approve, reject, or change	No action required If Supplier has not responded to the PO, call the Supplier
4	Order - PO Automation	Clear PO Issues	The Purchase Order was created , but it was not sent to the Supplier. There is a blocking alert.	Open the PO, correct the blocking alert and click "Send for Acknowledgement"
5	Standard Goods Receipt	Requestor Review	A Goods Receipt has been created but the final validation has not been completed	Open the Goods Receipt and review it. If it is all accurate, then click "Validate"
6	BV Invoice Approval v.3	GR Reconciliation	An invoice was submitted by the Supplier but it does not match the Goods Receipt you created. You were either over invoiced or under invoiced	Open the invoice and review it. Call the Supplier to determine why there is a discprency between what you received and what they invoiced. You can either reject or approve the invoice. If they agree to send another invoice, reject.
7	BV Invoice Approval v.3	Non-PO Validation	An invoice was submitted by the Supplier and a PO was not created by you.	Current practice: Review the invoice. Check the quantity, total amount, and the GL coding. Click Reject or Approve. If you click Reject, call the Supplier to ask for another invoice Future practice: Create a Purchase Requisition (which will turn into a PO) that matches the invoice. Let the BOD know that a PO has been created so they can match the invoice to the PO. Once it matches it will be sent for payment.
8	BV Invoice Approval v.3	Creation	An invoice that was received by the Home Office AP team that did not have a PO created for it.	BODs ONLY; BODs will have to review the invoice and enter the following information to the best of their knowledge: -Commodity -GL Code -Requestor