Customer Support - PG&E - How do I create an invoice?: 000003548

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My supplier cannot see a Purchase Order in the Platform but I can see it in SAP. What is causing this?

There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.

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PG&E - How do I create an invoice?: 000003548

Article Number: 000003548

Follow the steps below to create an invoice against a purchase order from PG&E:

1 - From the portal homepage, select Create Invoice.

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2 - Search for the PO that you want to invoice then select Create Invoice.

3 - You are required to fill in the following fields in the invoice header section:

Invoice Number
Invoice Date
Customer Contact (enter the name or email address of your PG&E buyer)

4 - Edit (if needed) the Quantity that you need to invoice. If the Unit Price is incorrect, contact your PG&E buyer. If this is a Service PO, the Unit Price field will be locked with a value of $1.00. You will need to enter the value that you need to invoice in the Quantity field.

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5 - If you would like to add Freight or other miscellaneous charges outside of a line item, use the Additional Items section. Select + Add after making your selection then enter the amount of the additional charge.

6 - Select the Pay Me Early Option box if you wish to get paid as soon as the invoice is approved.

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7 - Select Submit Invoice. Once the invoice is submitted, you can track its status by going to the My Invoices section of the portal.

If you wish to cancel an invoice you submitted, please see How do I cancel an invoice I submitted to PG&E?