TRIMAC - ICG CUSTOMER SUPPORT PORTAL

Precondition: Convert PO to invoice

Suppliers are able to modify the automatically created invoice lines. (suppliers can also delete lines if the items/services are not applicable). IMPORTANT: suppliers will not be able to add new lines (including freight).  A change order is required if additional items are needed

IMPORTANT:  If suppliers are not converting the entire PO amount to an invoice, it is important to adjust the default invoice amount (the invoice defaults to the PO amount).  If the invoice default amount is not adjusted to match the supporting documentation, the invoice will be rejected.

How do I adjust the PO amount to reflect the proper amount?

If you are sending a partial shipment, or need to modify the pricing you are able to make the necessary modification by editing the invoice line item in question

• Click the Edit line 

1. Modify the unit price if applicable and/or modify the Qty is applicable (partial shipment)

2. Modify delivery date if applicable

3. Click "editable" to enter the applicable taxes.  We recommend the use of "value" to enter the amount of taxes due vs. the percentage

4.  Click save

NOTE: PLEASE DELETE ANY LINES (DEFAULTED FROM THE PURCHASE ORDER) THAT ARE NOT BEING INVOICED