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How do you Attach Documents to Issues?

How to Attach Documents to Issues 

 

Occasionally, Billing will go to the EDDR under the Issues Section and create a new Billing Issue for the Warehouse by clicking on New Issue. This could be due to missing information, or unreadable / illegible forms or receipts that are neccessary  to invoice that date.  In the example below, you can see an Issue created by billing for DDR / DER Product Out of Balance.

 

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To attach a document to a created Issue on the EDDR, follow these steps:

 

1. On the Event System, click on Electronic DDR under the Operations tab.

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 2. Enter the Store Number, Date Range, and click Find.

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 3. Click on the Date.

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4. At the bottom of the EDDR under the Issues Section, click on the Issue Type in blue.

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5. On the Issue Page, click the Select button.

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 6. Select the document on your computer and click Open. 

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 7. Enter Notes for Billing, indicating what document you have uploaded to Issues to resolve the issue.  Then click Save.

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Once Billing has received the information, the event is audited and invoiced. 

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