loweslink® vendor inquiry...drill down option for invoice number 20 invoice search –problem...
TRANSCRIPT
LowesLink®
Vendor Inquiry (VI)
Invoice SearchProblem
Lowe’s Logo and LowesLink® are registered trademarks of LF, LLC. All Rights Reserved.
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Revision Date: 08/2019
Agenda
• Home 3• Search 4• Problem Invoice List 8• Problem Code 14• Action Required 15• Response Options 25• Print 38• Application Questions 39
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Slides
Vendor Inquiry Home PageSelect Invoice Search Option
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Note:[email protected] is the email address referenced on all screens.
Invoice Search – CompanySelect Company US or Canada Option
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Invoice Search – Vendor Select Vendor Number Option
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Invoice Search – Invoice StatusInvoice Status: Problem
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Example – Invoice SearchUS Vendor Number, Problem Status, Date Range
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Invoice Search – Problem Invoice ListMenu: Toggle between Vendor Inquiry Options
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Invoice Search – Problem Invoice ListSearch Results: Sum of Invoices
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Invoice Search – Problem Invoice ListExample: US Vendor Number, Problem Status, Date Range
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Invoice Search - Problem Invoice ListAbility to sort by ascending and descending on all column headers
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Invoice Search - Problem Invoice ListSelect Download Problem Invoices Option
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Excel Download ResultsSave to Internal File for Records
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Invoice Search – Problem Invoice ListProblem Code
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Action Required
• LOWESo Prior Vendor response under review in Lowe’s system;
no vendor action needed at this time.
• PENDINGo Invoice received from Vendor; no vendor action
needed at this time.
• VENDORo Response required from Vendor within sixty days to
resolve invoice.
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Invoice Search - Problem Invoice List LOWES/PENDING Status – Information Only
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Invoice Search – Problem Invoice ListDrill Down Option for Invoice Number
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Invoice Search – Problem Invoice DetailNo Response Option
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Invoice Search - Problem Invoice List Vendor Status – Response Required from Vendor to Resolve Invoice
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Invoice Search – Problem Invoice ListDrill Down Option for Invoice Number
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Invoice Search – Problem Invoice Detail
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Invoices without response within 60 days of “Correspondence Date” will be purged from Lowe’s system.
Purge date is documented on each problem invoice. Further action on purged invoices requires re-submission of invoice to Lowe’s.
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Timeline for Response
“Correspondence Instructions” result from a manual review of the problem invoice by a Lowe’s specialist.
These instructions should take precedence over “Action” comments which are generic to the specific problem code assigned to the invoice.
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Problem Code Instructions
Associated Invoices
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• “Replace Location Number” must be numeric and cannot exceed 4 digits. Do not include leading zero(s).
• “Replace PO Number” must be numeric and cannot exceed 9 digits. Do not include leading zero(s).
• Changing “Delete Invoice” to Yes will deactivate attachment window and prevent replacing location and/or PO. Deleted invoices will be purged from the Lowe’s system nightly.
• “Vendor Comments” is limited to 500 characters. Use file attachments to communicate comments exceeding this limit.
• “View/Add/Delete Attachments” is limited to 5 files (3 KB to 3 MB). Eligible file types: pdf, doc, docx, xls, xlsx, jpg, tif, and tiff. Browse to find the attachment to load. Attach or Remove Files.
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Problem Invoice Response Options
Problem Invoice ListInvoice Detail
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Problem Invoice Detail – ErrorEnforcing Rules
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Problem Invoice DetailSelect Replace Location Number Option
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Problem Invoice DetailSelect Replace Purchase Order Number Option
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Problem Invoice DetailSelect Vendor Comments Option (Limited to 500 characters)
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Problem Invoice DetailSelect Delete Invoice Option
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Problem Invoice DetailSelect Delete Confirmation Option
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Problem Invoice DetailDelete Successful
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Problem Invoice DetailSelect View/Add/Delete Attachment Option
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Problem Invoice Detail Select Browse Option
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Problem Invoice Detail Attachment Successful
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Submitting Response
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▪ “Submit Response” is required to complete each problem invoice response. Failure to “Submit Response” will result in problem invoice response not transmitting to Lowe’s.
▪ Successful update to Lowe’s is confirmed by a “Response Submitted Successfully” message in green font displayed to the right of vendor name.
▪ Unsuccessful update will be communicated by messages in red font. Follow instructions in error messages closely.
Problem Invoice List – Print OptionPrint Option Defaults to Portrait
Can Change to Landscape Under Preferences
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Application Questions
Please contact the Finance Resource Center by:
Email: [email protected]
Phone: (336) 658-2121 choosing Option 3 LowesLink® / Option 1 LowesLink® Vendor Inquiry
Finance Resource Center Hours of Operation:
Monday – Thursday from 8:00 AM – 5:00 PM EST
Friday from 8:00 AM – 2:00 PM EST
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