4.1.

Current Process - Request for Invoice (Non-student)

Request for Invoice

Create a request to
issue an invoice
Invoice
required

Paper

Request for Invoice

Approved request

Approve the
request for invoice
Paper

Account Receivable Manager

Account Receivable Clerk

PeopleSoft customer created

Approved request

Stamped request

Back-up information

Approved
invoice request

Stamped request Validated invoice request

Stamp date on the received

invoice request

Review and validate the invoice

request and verify tax

Paper

Paper

New/Existing
Customer

New Customer

Check whether the

customer is existing or new

PeopleSoft New/
Existing
customer

Invoice transaction created

Invoice created

Request for Invoice

Printed Invoice

PeopleSoft Invoices

Recorded invoice
number and customer number

Printed Invoice

Delivered Invoice

Create a new
customer

Create an invoice
transaction

Record customer number and invoice number

on the Request for Invoice

Print generated invoices

Special handling of invoices: send back to the

department, email, scan, pickup, or regular mail

PeopleSoft

PeopleSoft

Paper

Paper

Paper

End

PeopleSoft

Validated
invoice request

Approved
invoice request

Review tax and

approve the request

Existing Customer

Overnight

Department Manager

All Employees

Algonquin College Project Fusion

Paper

Manual

Data Input

PeopleSoft Process

PeopleSoft Account
Receivable invoices

Overnight Account Receiveable batch process

PeopleSoft

Data Output