Christine Neale
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Activity overview
Latest activity by Christine Neale-
Christine Neale created an article,
Invoice Automation - FAQ - If an Invoice is in the Mismatched Tab How Can I Move it Back to Needs Review
Question If an Invoice is in the Mismatched Tab How Can I Move it Back to Needs Review? Answer The invoice needs to be Voided and Reuploaded. Once it's been reuploaded, if the invoice meets the ...
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Christine Neale created an article,
Invoice Automation - How Can I Account For a Purchase Price Variance When The Cost on the Invoice and PO Do Not Match
What Are We Trying to Accomplish? There are scenarios where Purchase Price Variances need to be accounted for in SourceDay and you need a bucket to put the variance into. This can be set up with a...
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Christine Neale created an article,
Learning Path - PO Workflow - Getting Started with Collaboration Using Messages
What Are We Trying to Accomplish? The message action allows buyers and suppliers to have a conversation about a particular PO line. This can take the back and forth messages out of email and off t...
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Christine Neale created an article,
Getting Started with RFQ for Suppliers
The Mission We understand new tools can be scary, but we want to ensure that you are able to quickly get up to speed and start bidding on requests from your buyers in no time. We have several ways...
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Christine Neale created an article,
PO - SourceDocs - How to Attach Documents
Question I would like to make sure that when I load different documents, they can be aligned to different parts, buyers, suppliers, PO lines, or shipments. Can you show me how? Answer The docume...
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Christine Neale created an article,
Learning Path - PO Workflow - How Suppliers Can Split an Order
What Are We Trying to Accomplish? Sometimes Suppliers need to split an order into multiple order lines with multiple delivery dates. The Propose Split Lines feature within SourceDay allows suppl...
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Christine Neale created an article,
Invoice Automation - What Happens if I See an Invoice in Awaiting Receipts That Has Full Receipts and the Status Has Not Changed
Question What happens if I see an invoice in Awaiting Receipts that has full receipts and the status has not changed? Answer Sometimes these invoices get caught in the Awaiting Receipts status. T...
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Christine Neale created an article,
Invoice Automation - What Happens When an Invoice Has a Credit or a Discount on It
Question What happens when an invoice has a credit or a discount on it? Answer Invoices with a credit will need to be processed in your ERP system as these invoices cannot be processed in the Sou...
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Christine Neale created an article,
Invoice Automation - What Happens When an Invoice Has Already Been Posted in the ERP
Question What happens when an invoice has already been posted in the ERP? Answer This invoice will not be sent from SourceDay as an unposted transaction to the ERP. The invoice will go to either...
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Christine Neale created an article,
Invoice Automation - What If Our Supplier Doesn’t Include a Subtotal on Their Invoices
Question What if our supplier doesn’t include a subtotal on their invoices? Answer We can process invoices where the supplier does not include a subtotal, as long as there are no other additional...