SPECIALTY FORMS WEBINAR WELCOME TO THE PANTHEREXPRESS SPECIALTY
SPECIALTY FORMS WEBINAR
WELCOME TO THE PANTHEREXPRESS SPECIALTY FORMS WEBINAR • Please use the phone number provided in your webinar registration to hear the webinar audio. • Your phone line has been muted • Please submit all of your questions via the Questions section of the Go. To Webinar control panel. • The questions will be answered at the end of the presentation.
SPECIALTY FORMS UPDATES • Non-Contract Forms • Dues, Memberships, Registrations, & Subscriptions • Refunds • Other Payment Request • The three forms listed above are the only specialty forms being updated. • Changes going in place on January 1, 2017
SPECIALTY FORMS UPDATES • Form Completion is Quick & Simple • Each form will generate a separate invoice • Each invoice will have its own purchase order • If there are multiple forms on a requisition, the requisition will have multiple purchase orders. • After January 1, 2017 – if you copy an old version of the form and attempt to submit it, the requisition will be returned automatically.
SPECIALTY FORMS UPDATES • The changes are being made for the following reasons: • To allow departments to better track payments made against individual invoices. • To enable departments to find unpaid invoices quickly. • To reduce the risk of duplicate payments. • To increase visibility of invoice payments on the department level reports.
SPECIALTY FORMS UPDATES • This webinar will demonstrate the following: • “Other Payment Request” form to pay only one invoice. • “Other Payment Request” form to pay multiple invoices. • The process demonstrated on the “Other Payment Request” form is the same process you would follow for the “Dues and Subscription” and “Refund” forms.
DEMO 1
MULTIPLE INVOICES • Create the “Other Payment Request” form • Fill out a new “Other Payment Request” form for each invoice. • For each form completed scroll to the available actions menu and choose: “Add to cart and return. ” • When you have finished adding forms to your transaction go to the available actions menu and choose: “Add and go to cart. ” • You will see multiple forms listed in your shopping cart.
DEMO 2
MULTIPLE INVOICES • When the requisition completes approval multiple purchase order number will be generated. One purchase order number per “Other Payment Request” placed in the cart. • Do not attempt to pay multiple invoices by separating invoice numbers with a comma or a special character. Payment Processing will reject your invoice. • Revised training material is getting posted to the Panther. Express website for January 1 st 2017.
INVOICE PAYMENTS • You can check the payment status of your invoice in Panther. Express • If your invoice has a status of “In Process” this means it is still being reviewed by Payment Processing. • You can check the invoice workflow to determine where the payment request is at in the process. • If your invoice has a status of “Payable” it has been sent to PRISM for payment. • Each invoice and the associated purchase order will appear on the department’s level reports.
- Slides: 11