CED - Invoice not automatically uploaded in M1-B
- Deanna Collia
Background:
The customer states that invoices for equipment orders in M1-B are not being uploaded automatically and that M1-A has not been approved.
Action:
Check M1-A status. CED is not able to upload an invoice in M1-B until M1-A is approved on a direct pay job.
If the customer is unable to submit for M1-A approval because the ‘Send for Approval’ button is blocked, instruct them to hover over the ‘Send for Approval’ button for more information:
Check the Qualifications phase and determine if all of the requirements have been met:
If Title is not fully approved (conditionally approved, No Match, etc.), DP will need to review and approve title before M1-A can be sent for approval.
Once the requirements are met and M1-A has been approved, CED will be able to invoice and release equipment.