Confirming an order allows you to create a paper-based confirmation to send by fax to a merchant. It provides the merchant with official evidence from your company of your purchase order.
There are two places where you can do this from:
· The
Order Confirmation icon in the Expense Search page;
· The
Create Confirmation button on the Expense Details page.
Order confirmation is only used for credit card type expenses. It is not necessary for claim expenses.
To create an order confirmation:
1. From the Expense Search page, search for the required expense;
2. Click the associated
Edit Expense Details icon;
The Edit Expense page appears.
3. Click the
Order Confirmation icon associated with the expense;
4. From the Order Confirmation page, complete the following details:
· The merchant's
Name,
Fax No, and any
Comments regarding the delivery of the goods or services;
· Your
Reference and the Account you will charge the expense against from the drop-down list.
5. Click
Update Changes when done;
You will be returned to the Expense Details page.
6. Click
View Confirmation Fax;
You are now able to sign and fax it to the merchant.
· Use Order Confirmation when purchasing goods and services over the telephone.
· Print as you would normally print from any internet browser. You can then fax a copy to the merchant as confirmation of the purchase order.
· There are times when you may not want to print a copy of the expense, such as when you may want to modify the expense confirmation details.
· Click
Edit Confirmation if you need to amend any expense confirmation details, then repeat steps 4 to 7.
· Once you have confirmed the expense, the merchant will send the transaction details to the Account Provider, and the Account Provider will send the transaction information to you as part of the transaction statement.
