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CED - Invoice not automatically uploaded in M1-B

CED - Invoice not automatically uploaded in M1-B

Owned by Deanna Collia
Last updated: Oct 14, 2022
1 min read

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.