Add a copy of the invoice into the subcontractor’s invoice file in the I:drive. This should be located under the Faculty’s main award file. Use the following naming convention. INVOICE DATE_INVOICE NUMBER (if applicable)_$XXX Print copy of Invoice. Update or create the Subcontractors Tracking Form (see Related Information and Resources: Appendix A for example of Print. STEP 3 Receiving in PeopleSoft Login to PeopleSoft (you must have specific access to receive on invoices) Staff Applications-UCF Financials-eProcurement-Manage Requisition Click on Receipts” “Manage Click on New Receipt”….and wait, the time clock will disappear but it will still take some time “Add to switch screens. Do not click New Receipt” again otherwise, it will cause an error. “Add Click on and enter the full PO number into the search box. Click OK. “Find” All of the available lines of your PO should come up in the first few rows of the search. Click on all available lines. Click Selected”. “Receive The Amount” will show you what is available to receive. If your invoice is a different “Received amount than what is listed, enter in the correct amount. If there are multiple lines make sure to zero out any lines you are not receiving against. Click Receipt”. “Save This will produce your receipt number. Receipt Page for file. E-mail F&A to their original email with invoice info) with the following info. approves the “ORC invoice, receipt #0000124076.” STEP 4: The file 1. the following information in this order the subaward file, under the invoicing sections: Place Subcontract orange sheet with the following Naming Convention: Subagency_Invoice#_$XXX
Add a copy of the invoice into the subcontractor’s invoice file in the I:drive. This should be located under the Faculty’s main award file. Use the following naming convention. INVOICE DATE_INVOICE NUMBER (if applicable)_$XXX Print copy of Invoice. Update or create the Subcontractors Tracking Form (see Related Information and Resources: Appendix A for example of Print. STEP 3 Receiving in PeopleSoft Login to PeopleSoft (you must have specific access to receive on invoices) Staff Applications-UCF Financials-eProcurement-Manage Requisition Click on “Manage Receipts” Click on “Add New Receipt”….and wait, the time clock will disappear but it will still take some time to switch screens. Do not click “Add New Receipt” again otherwise, it will cause an error. Click on “Find” and enter the full PO number into the search box. Click OK. All of the available lines of your PO should come up in the first few rows of the search. Click on all available lines. Click “Receive Selected”. The “Received Amount” will show you what is available to receive. If your invoice is a different amount than what is listed, enter in the correct amount. If there are multiple lines make sure to zero out any lines you are not receiving against. Click “Save Receipt”. This will produce your receipt number. Receipt Page for file. E-mail F&A to their original email with invoice info) with the following info. “ORC approves the invoice, receipt #0000124076.” STEP 4: The file 1. the following information in this order the subaward file, under the invoicing sections: Place Subcontract orange sheet with the following Naming Convention: Subagency_Invoice#_$XXX
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