Creating Template Voucher - PS Financials

Back to Main Training Menu

top

Business Process: Creating a Template Voucher

If you receive multiple similar vouchers from a vendor, you can set up a template voucher to improve data entry efficiency. Use a voucher for a particular vendor as a model for other vouchers that you will enter in the future for that same vendor by creating a template voucher. You can also update this voucher as necessary. A template voucher is never paid or posted; it is used only as a model for other vouchers

Add/Update Create Template Voucher

  • Accounts Payable>Vouchers>Add/Update>Regular Entry

 Voucher

Business Unit: APY01 for HR/Payroll, NAUBU for AP

Voucher ID: NEXT

Voucher Style: Choose ‘Template Voucher’ from the drop down

Short Vendor Name: Choose the vendor from the magnifying glass lookup

Vendor ID: Will populate after choosing ‘Short Vendor Name’

Vendor Location: Will populate after choosing ‘Short Vendor Name’, change if another location will be used.

Address Sequence: Will populate after choosing ‘Short Vendor Name’, change if another address will be used.

Invoice Number:  Input an invoice number that would be relevant to this Template

Invoice Date: Today’s Date

Add

 Invoice Information

Template ID: Create a Template ID unique to this template, up to 10 characters

Description: Type a description unique to this template, up to 30 characters

Invoice Lines:  Enter any information that will always be used on this voucher, such as amount, and line distribution

“+”:  If this template will need multiple lines, use the “+” to add more lines.

Save – When all entry is complete


Back to Main Training Menu

top

Related Services

Available to studentsAvailable to facultyAvailable to staff

PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

top