Copy Forward from a Vendor Invoice (IN)
to a Manual Payment Request (PRC)
 

1. 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.