how to create an invoice against contract (iac) invoice · source to pay (s2p) | job aid | how to...

Source To Pay (S2P) | Job Aid | How to Create an Invoice Against Contract (IAC) Invoice

How to Create an Invoice Against Contract (IAC) Invoice Job Aid

OVERVIEW: This job aid is designed to walk the supplier through the steps required to create an Invoice Against Contract

(IAC) invoice. NOTE: This job aid includes steps for the workaround of when to enter the Sold-To email, which is subject

to change.

USER/AUDIENCE: SAP Ariba Suppliers

# STEP ACTION RESULT

1

a) Log in to the Supplier Portal

b) Click the Create dropdown

2 Select Contract Invoice

3

a) Select Intel Corporation from the Customer list

b) Click Next

4 Click Select

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5

The Choose Value for

Contract screen displays

Click Select for the one

Contract Value desired

Note: Only 1 contract can

be applied per invoice

The Contract Values populate

6

Enter Invoice #* and

Invoice Date

*Invoice # is determined/provided by the supplier

a) Use only capital

letters, hyphens

and numbers as

indicated in this

example

RR-110101 (limited

to 16 characters)

Please note that the Sold

to Email must only be

populated after contract

line item(s) have been

added

Click Next


7 Click Add Items




8

The Add Contract Item

screen displays

There are three potential

Contract Item categories

that may appear

a) Recurring Fee Item (denoted by “FeeItem”)

b) Expense Item (denoted by “MiscExpenseItem”)

a. Other Passthrough - Documentation Required; see steps 28-32)

c) Material/Services/ Activity

9

Add applicable dollar amount for an Expense

Item by clicking on the icon and selecting Review Cart

10

Edit the Amount field to reflect the appropriate cost associated to the Expense Item Click Update Amount Click Done




11 Line item is added and amount is modified on the Create Invoice screen

12

Check the items you want to include in the invoice Click Add Item

a. To add individual items, use the upper right “Add Item” button

b. To add multiple items, use either the lower left or upper left “Add Item” button

Click Done

13

Once all applicable items have been added, the

icon will reflect the number of items that have been added. Click Done

14

Line item(s) is added and visible on the Create Invoice screen Scroll down to confirm all applicable items have been added accurately If changes are required, please follow steps 15-24, as applicable




15

To add additional contract line items, click on Add Items

16

Add Contract Item screen displays Check the items you want to add to the invoice Click Add Item Click Done

17

To change contract line items, click on Change Items

18

Change Items screen displays Update quantity for negotiated items

19

Change Passthrough Items (ie. Fees, Other…) Update amount

20 To Add Reference Date Select More menu

Add Item

Change Item




21

Additional Fields Displayed From the additional fields displayed, place your curser in the Reference Date field and select appropriate Reference Date

22

Click on Update Amount Click Done

23

To delete contract items, click on Change Items

Delete Item




24

Change Items screen displays Select the line(s) that needs to be deleted by checking the box to the left Click Delete Click Done

25

On Create Invoice screen,

scroll up to the Tax section

Tax section will default to

Header level tax and Sales

Tax category.

Do Not Change.

If applicable, add Tax rate or Tax amount

26

On Create Invoice screen,

scroll up to the Summary

section.

Click Edit Header

27

Add the Sold To Email

address of the Intel contact

person provided to you for

invoices.

Note: It cannot be the

Category Manager (CM)

Click Save

28

Go to Invoice Header Select Add to Header Select Attachment

Attach documentation

for “Other-

Passthrough”




29

Scroll down to Attachments Section Select Browse

30

From Browse Window Select Attachment Click Open

31 From Attachments Section Select Add Attachment

32 Document Attached





33

The Create Invoice screen displays Click Next

34

The Create Invoice screen refreshes and displays invoice ready to be submitted Click Submit

35

A confirmation screen displays “Invoice has been submitted” Click Exit


how to create an invoice against contract (iac) invoice · source to pay (s2p) | job aid | how to...

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