This reference guide is intended for Project Managers, the Organization Financial Manager Approval Group, and Procurement Requesters to show how to approve or reject an invoice payment.

Acknowledge or Release Invoice Hold – for Project Managers and OFMs

Confirm Goods or Services over $5,000 – for Procurement Requesters

• Invoice: A document generated by the supplier itemizing a list of goods shipped and/or services rendered for which the University owes payment.
• Acknowledge Hold: Invoice remains on hold for an AP Processor to take action. Examples of when to use the acknowledge option:
  • The invoice is for a higher amount than the Purchase Order and the supplier is going to send a new invoice for the correct amount
  • The invoice amount in Oracle lists a different amount than what is on the invoice the supplier submitted and the AP Processor needs to correct the amount in Oracle
• Release Hold: Releases the hold on the invoice

 

Acknowledge or Release an Invoice Hold

1. Select Company Single Sign-On to access your Oracle account.

 

2. Navigate and select the Notification Icon.

 

3. Select the hyperlink for the invoice hold notification.

 

4. Determine whether to Acknowledge or Release the hold on the invoice.

Note: Use the information located at the bottom of the notification.

 

5. If you Acknowledge the hold, provide a comment explaining why. Select Submit.

You have now completed the process of acknowledging or releasing an invoice hold.

 

 

1. Select Company Single Sign-On to access your Oracle account.

 

2. Navigate and select the Notification Icon.

 

3. Select the hyperlink for the invoice approval notification.

 

4. If goods were received or services were rendered, select Approve. If goods were not received or servicers were not rendered, select Reject.

 

5. If you Reject the invoice, provide a comment explaining why. Select Submit.

 

You have now completed the process of approving an invoice that is over $5,000.