Issue/Symptom/Question

I am able to find the invoice in OnBase but not in PENTA for Windows.

Environment

PENTA for Windows

Accounts Payable

Purchase History Query

OnBase

AP - Invoice Routing Form

Resolution/Fix/Answer

In order for an Accounts Payable/ Vendor Invoice to be available in PENTA, it must go through the final stage of "AP-03 - Approved" before it is uploaded into PENTA.

To check the status of an invoice:

1) Log into OnBase

2) Click "Retrieval" found in the top banner (blue magnifying glass)

3) Under "Document Types and Groups" select "Accounts Payable"

4) Under all the different AP types, select "AP - Invoice Routing Form"

5) For Vendor Invoice #, enter the invoice number and click "Find"

6) Right click on "Vendor Name - Invoice #" and click "History"

7) Document History window will open and you will want to click on "Workflow Queues"

8) The most recent entry will appear on the top displaying the queue status of the invoice

Cause 

Invoice is still in the Workflow Queue and has not been approved to be uploaded into PENTA.