The following document provides instructions for using MS Invoice Administrative and Access request tools internally.

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1 MSInvoice Administrative and Access Request Help The following document provides instructions for using MS Invoice Administrative and Access request tools internally. The document contains the following sections (click on section title to access): How To Frequently Asked Questions Provides instructions for common tasks available to the administrators of MS Invoice when editing or updating configuration changes in the Administrative tool for Company and POE Provides instructions for common tasks available to employees to request access to specific administrative roles and tools within MS Invoice A list of common questions related to Administrative tool configurations A list of common questions related to Access Request Support A list of resources to receive support on MS Invoice Administrative tools and Access Request How To: Upload an updated POE list via the admin tool Configure Tax Codes via the admin tool Configure the days required before an invoice becomes eligible for tacit approvals Update Microsoft office addresses via the admin console for Microsoft Company codes-regional admins only Request access to MS Invoice Roles and Tools What s New? Administrative provides additional configuration values for tool administrators. Refresh of the Access request page, business justification drop downs

2 Return to Top Page Administration Company Configuration: Tax- Configure Tax Codes via the admin tool Allows for the administrator to configure new tax codes by company code, providing the description provided by the team along with the rate and tax code provided by SAP Invoice Creation Capability to change the Microsoft addresses via the admin console for Microsoft Company codes Note: Only Regional admins of the respective company code in the Admin Tool will be able to make these updates Notification Adding in the capability to configure the days required before an invoice becomes eligible for tacit approvals 1. Select notification timing 2. Select Invoice approval reminder notification 3. Send reminder notification 4. Select from 1-30 days 5. For a total of: 6. Select from 1-30 days MS Inquire settings No changes have been addressed in the FQR FY13 release. Select POE Take Action on the Entity types from the drop down provided: Marketing BIF POE Set B IO and Cost Center POE Set C IO and Cost Center POE Note: a sample text file is provided in this view 1. Select the Entity type you require

3 2. Select the Upload button to search for the text file created with the list of POE associated IO s and or CC Access Request How To: Request Invoice Roles Request Tool Roles View My Approvals View My Requests Role access Invoice Roles Tools Roles My Approvals My requests

4 Invoice Roles To request an invoice role for specific company code(s) you are required to provide a business justification Select the radial button that best defines your business need Select the Region o The company codes associated to the region will then display in the box below Select the Company code(s) you require Select the Invoice role Select Submit a Request number will then be displayed Please note: if you already have access for a given company code you will need to remove it from your request or an error message will be displayed Return to Top Page Admin Roles Include the Administrative roles as well as specific tools The following roles will be presented in the UI Company Admin Restricted Access: Open & close MS Invoice tool during month end at the company code level as part of the Accounts Payable team Regional Admin Restricted Access: Manage regional MS Invoice tool access as part of the Accounts Payable team Global Admin Restricted Access: Manage MS Invoice tool access for all regions as part of the Accounts Payable team Tools: Manage Vendor Access To grant MS Invoice/ Inquire access to the suppliers Reset Invoice Status To change invoice status and re-assign invoices to different approvers

5 Restrict Access To restrict the access of individuals within the vendor master team to MS Invoice To request access for a specific Administrative role Select the business justification radial button that best defines the business need Select the Region o The company codes associated to the region will then display in the box below Select the Company code(s) required Select the Admin role Select Submit a Request number will then be displayed Please note: if you already have access for a given company code you will need to remove it from your request or an error message will be displayed To request access to a specific tool Select the appropriate business justification button Select the tool Select Submit a request number will then be displayed Please note: Regions and or company codes are not required for this access My Approvals Administrators will see a history of the requests they have taken action on My Requests Provides a historical view of the users requests

6 Frequently Asked Questions: Qualified Users Administrators Who is a qualified administrator? Accounts Payable personnel in a Global, Regional and or Company admin role. Return To Top Of Page Support: For questions or suggestions about this site, invinqsd@microsoft.com Return To Top of Page