Copy Forward from a Vendor Invoice (IN)
to a Manual Payment Request (PRC)
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SUMMARY:
A Payment Request Commodity-based (PRC) transaction is a manual payment request that is an option for generating vendor payments. There may be specific instances that require additional updates to some of the payment request fields for tracking purposes. A manual payment request may also be necessary to address any instances where a payment request is preferable to bypass the automatic nightly cycle from generating an automated payment request (PRM) transaction. The IN transaction should be created the same day and directly use the Copy Forward action to populate the PRC transaction.
Open the appropriate approved IN transaction by entering the following into the Financial Transaction Catalog
Transaction Code IN
Transaction Dept Code
Transaction Unit (if needed)
Transaction ID (if known)
Click Search
Results will appear in the grid.
2. Open the appropriate IN transaction from the search.
3. Click on the 3 Dot menu in the upper right-hand corner of the IN transaction page and select Copy Forward.
4. Once the Copy Forward page opens, select the Target Transaction Type PRC to Pay for Order from IN.
In the Target Transaction section, enter the Transaction Department and check Auto Numbering.
Click OK in the upper right-hand corner.
5. Click on Validate to prepopulate all the information from the Vendor Invoice.
The transaction should be validated successfully.
Add any changes to the payment request fields as necessary and revalidate.
Correct errors as needed until the transaction is validated successfully.
6. Click Approve and verify the transaction is pending approval.
