VIEW DOCUMENT by PURCHASE ORDER- How to Retrieve an “I” number, View

Document by Invoice, View Images of Invoices and Payments, Check the Status of All Invoices

and Payments Posted to the PO.

In this demonstration you will learn how to retrieve your “I” number, view the details and images of all

invoices and payments associated with your PO by using View Document by Purchase Order in Self

Service Banner (SSB).

When in Self Service Banner click on the Finance link

Then select View Document

From the Choose Type drop down menu select Purchase Order

In the Document Number field enter the Purchase Order number

Then click View Document

This will bring you to the View Document by Purchase Order main page; here you will see the details of

your PO

As you scroll down to Related Documents you will see the status of all invoices and checks associated

with the PO.

The Status Indicator lets you know where in the process the invoice or checks is.

For Invoices you will see the following Status Indicators:

Completed- The invoice has been posted but not yet approved.

Approved- The invoice has been approved for payment.

Paid- A check or Direct Deposit has been issued for the invoice.

Cancelled- The invoice has been cancelled.

For Payments you will see the following Status Indicators:

Final Reconciliation- The check has cleared the bank.

Note: For vendors paid via Direct Deposit the Status Indicator will remain blank because the funds are

deposited directly into the vendors account.

Cancelled- The check or direct deposit has been cancelled.

To view the invoice details click on the “I” number

This will bring you to the View Document by Invoice main page.

Right click on the “I” number and select open in new window to view the image of the invoice to verify

that the item(s) or service(s)invoiced are correct.

Now you can compare the invoice to the View Document details, focusing of the following:

Invoice Date

Vendor Invoice Number

Payment Due Date

Total Amount of Invoice

Vendor Name and Address

Invoice Commodities

If the Purchase Order contains multiple commodities, please ensure the items invoiced were posted to

the correct commodity line.

If this is a credit memo a “Y” will appear next to Credit Memo.

When the invoice has been paid, the check information will be listed under related documents.

To view a copy of the check; right click on the Check Number and select open in new window.