iSupplier:

Create Invoice
Publish Date: 09/29/2021
iSupplier Create Invoice Job Aid

Document Revision History

Date Version Description Prepared By

07/21/2014 1.0 New Document

07/23/2014 1.1 Content Updates
04/14/2020 1.2 Removed SPI data
06/25/2021 1.3 Updated to include Markup Form Mikel Anne Aldrich
information
07/28/2021 1.4 Updated to correct the Invoice Date Mikel Anne Aldrich
and Invoice Description requirements
09/29/2021 1.5 Updated to clarify Invoice Date field for Mikel Anne Aldrich
CRE suppliers and how to attach a .pdf
copy of the invoice.

Table of Contents
Document Revision History ............................................................................................ 2
Create Invoice Process ................................................................................................... 3
Accessing iSupplier ....................................................................................................... 3
Create Invoice.............................................................................................................. 5
Purchase Orders – Step 1 of 4 ..................................................................................... 6
Purchase Orders – Step 1 of 4 (continued) .................................................................... 6
Details – Step 2 of 4 .................................................................................................. 7
Manage Tax – Step 3 of 4 ......................................................................................... 11
Review and Submit – Step 4 of 4 ............................................................................... 11
Final Steps ................................................................................................................ 11
Saved Invoices ........................................................................................................... 12
Appendix ...................................................................................................................... 15
Additional Information ................................................................................................. 15
Create Invoice Validation Errors .................................................................................... 15
Viewing the Markup Form (CRE Suppliers Only) .............................................................. 16
Invoice Date (Corporate Real Estate Suppliers Only) ........................................................ 17

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iSupplier Create Invoice Job Aid

Create Invoice Process

This procedure provides the functionally to create a single invoice at a time using the iSupplier
portal. To utilize this process, you must have a user id with the assigned role for Invoice
Entry.

The Invoice entry role allows access to purchase order, invoice, and payment details.
Includes abilities to create single invoices, upload multiple invoices, export PO data, and print
and/or save a copy of POs. If you need to request or update your role, please submit an
electronic iSupplier Access Request Form with all the required data and all users will be set
up or updated within 1-2 business days.The form is located on the iSupplier website at
https://attpurchasing.com/. Select the iSupplier link. Look in the Forms and Templates
section, then complete the online form and indicate which role you would like. Only one can be
chosen.

The PO Invoice Upload Process is recommended when uploading multiple

invoices.

Accessing iSupplier
1. In a browser, navigate to the AT&T Purchasing website.
2. Click iSupplier.

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3. Click iSupplier to log into the application or type in to your browser:

https://scmpurchasing.att.com/

4. The system displays the iSupplier application logon page. Enter your User Name and
Password.
5. Click Login.

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iSupplier Create Invoice Job Aid

If you need to reset your password, click the Login Assistance link on the
iSupplier login screen. Enter your User Name and click Forgot Password. You
will receive an email with a link for resetting your password. When you receive
the email, click the Reset Password link and follow the onscreen prompts.

To ensure that you receive the password reset emails, please add
[email protected] to your safe receiver list!

Create Invoice
1. Determine the Purchase Order to be invoiced. Then click the Finance tab.
2. The system displays the Create Invoices window. The default Invoice Action is
Create Invoice. Do not enter any PO information on this first screen, only click Go.

3. The system will display a graphic with the four steps to create and submit a purchase
order listed:
• Purchase Orders
• Details
• Manage Tax
• Review and Submit

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Purchase Orders – Step 1 of 4

1. The Search section will populate again, enter Purchase Order Number only.
2. Click Go to execute the search.

3. The system displays the search results below.

*If needed, CRE Clients can check to see if any of the line items include a Markup Form. All
other iSupplier clients can proceed with Purchase Orders – Step 1 of 4 to complete the
invoicing process.

Purchase Orders – Step 1 of 4 (continued)

1. On the Finance tab, click the Select checkbox(es) to the left of the purchase order you
want.
2. Click Next to move to the Details step.

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Details – Step 2 of 4
1. The system displays the Create Invoice: Details window.
2. In the Supplier section, click next to the Remit To field.
3. The system displays the Search and Select: Remit To window. Click Go.
4. Remit To options are displayed. Click to quick select or select the radio button next
to the result you want and click Select.

The Remit To field will auto populate if the supplier only has one Remit To
option in the system. Only Active Remit To sites are displayed. If your desired
Remit To site is not displayed or the Remit To information is incorrect then
please reach out to your AT&T contact for assistance on having this corrected.

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5. In the Invoice section, enter Invoice Number, Invoice Date, and Invoice
Description.
• Invoice Number Requirements
o Must not use special characters
o Maximum 50 characters in length including spaces
o Unique Number. Invoice Numbers may not be reused one entered into
iSupplier application
• Invoice Date Requirements
o Format dd-MMM-yyyy (Corporate Real Estate suppliers only – click here
for additional requirements)
• Invoice Description Requirements
o Up to 240 characters; only the first 19 characters will print on paper
checks
o Do not use special character

• Upload pdf Copy of Invoice Requirement

o Click Add.

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o The system displays the Add Attachment window. Enter Title and
Description. Title should include the invoice number.
o Select File for Type.
o Click Browse and select pdf copy of invoice.
o Click Apply to save attachment to invoice. The system displays a
confirmation message.

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6. Update the Items section with the Quantity to be billed. The unit price defaults from
the purchase order information.

Quantity for Services can be entered in fractional amounts (i.e., 1.5, .5). However,
Quantity for Goods must be entered in whole amounts (i.e. 1, 22, and 100)

7. Update the Shipping and Handling section. This section allows row insertion for
charges for Freight and Tax . The system limits the billing of one Freight and Tax Line
for the invoice. Click Add Row.
8. Select Charge Type from drop-down menu.
9. Enter Amount.
10. Enter Description, if needed.
11. Repeat steps 7-10 to add second line, if necessary.
12. Click Next to move to the Manage Tax step.

Freight and Tax validations occur after the submission of the Invoice to Accounts Payable
(AP). Improper charges may generate an Invoice Hold. If needed, AP hotline: 1-888-722-1787.
When prompted to say what you are calling about, please say “Accounts Payable” When
asked to enter a user ID, press “0” and you will be transferred to a live agent.

Or during business hours, click the Live Chat link (Oracle Expense – Fusion):
http://paymentstatus.att.com/getinvoicedat.asp

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Manage Tax – Step 3 of 4

1. The system displays the invoice, including an Invoice Summary of all charges.
2. Click Next.

Review and Submit – Step 4 of 4

1. Review all invoice information. If necessary, use the Back button to make changes for
previous steps.
2. Click Submit to complete the process.

Final Steps
• The system displays a confirmation message. This is the only notification generated
upon submission of the invoice.

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• You have the option to display a Printable Page. Once displayed, you will need to
utilize your browser printing options to print the page.
• You have the option to Create Another invoice or Return to Invoices.

Saved Invoices
Once you’ve completed Manage Tax – Step 3 of 4, you have the option to save the invoice.
The Save option provides the ability to save the invoice and return later to complete the create
invoice process.

1. Click Save.

2. The system displays a confirmation that the invoice has been saved for update and later
submission.
3. To resume work on a saved invoice, click on the Finance tab.
4. Select Create Invoice.
5. Click Go.

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6. Select Unsubmitted in the Invoice Status drop-down menu.

7. Click Go.

8. The system displays the search results. Click in the Update column to reactivate the
invoice and complete the Create Invoice Process or click in the Cancel column to
cancel the Create Invoice Process.

9. If you choose to Update, the system will return you to Details – Step 2 of 4. You will be
able to complete the steps to submit the invoice.

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Once an invoice is submitted into the iSupplier system the only way to change
the information is to have the invoice canceled by the AP Invoice Changes
Team to process.

Please send your email to [email protected] along with the following information:

• Vendor (Supplier) Name:

• Vendor (Supplier) Number:
• Invoice Number:
• Invoice Amount:
• Purchase Order Number:
• Reason for Request:

Once the cancellation has been completed, a new invoice with a new unique number will need
to be processed.

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Appendix
Additional Information
iSupplier Helpdesk for general Q/A - [email protected]

Job Aids and Downloads - http://www.attpurchasing.com/ Click iSupplier.

Create Invoice Validation Errors

Listed below are the errors that may occur during the validation process.
• A value must be entered for "Invoice Number"
• A value must be entered for "Invoice Date"
• A value must be entered for "Invoice Description"
• A value must be entered for "Quantity"
• Value "x" in "Quantity" is not a number
• Invoice Number can only be alphanumeric. No special characters
• Row 1 Quantity - You cannot increase the Quantity to Invoice amount above the
available ordered quantity.
• Value "18-XXX-2020" in "Invoice Date" is not a date formatted as "dd-MM-yyyy"
• A value must be entered for "Remit To"
• The Invoice Number you have entered already exists. Please enter a unique Invoice
Number
• Quantities and amounts on a Standard invoice cannot be negative. Please reenter
• Invoice Type must be equal to Invoice
• Only one Freight line per invoice allowed
• Only one Tax line per invoice allowed
• Line Amount cannot be zero
• Quantity must be a whole number for Goods based invoice lines

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Viewing the Markup Form (CRE Suppliers Only)

1. Navigate to the Orders tab, click the PO Number hyperlink.

2. Select View Markups for Actions.

3. Click Go.

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4. In the PO Line Information section, click the radio button for each line. Any markups
are displayed in the PO Markup Data section. These details are read-only.

5. Proceed with Purchase Orders – Step 1 of 4.

Invoice Date (Corporate Real Estate Suppliers Only)

The Invoice Date field is mandatory and the system auto-populates this field with the current
date. It is up to Corporate Real Estate (CRE) supplier to manually change this date field to
match the date on the .pdf copy of the invoice. Otherwise, the reviewer will reject the invoice
and the supplier will have to create a new invoice, adding an alpha character to the end.

Ensure the Invoice Date field matches the date on the .pdf copy of the invoice before
proceeding. Once completed, return to Invoice Section instructions.

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