Pull up the previous year's invoice and export to Excel. One way to do this is:

1. search "Order lines" for something on the invoice, 
2. click on the order title in Alma, 
3. go to the invoice lines tab and click on the hyperlinked Invoice Number from the most recent payment.
4. click on invoice lines again.
5. Export the invoices lines from the last invoice to Excel.
6. Edit the sheet for printing
7. remove unnecessary columns and words (for example, line, type, invoice date, price, VAT note, etc.). Leave total price
8. Change funds from fund name to fund number
9. remove words from PO line number column
10. remove words from reporting code column
11. Add column for PO before the column for PO line
12. Look up each PO Line in Alma using "order lines" "all".
13. Edit
14. Look under "funding" - is the funding split? If so, record the split PO numbers and percentages on the spreadsheet and add note in last column "split per PO"
15. Change number in "pricing" to the price on this year's invoice.
16. Save and make sure splits are the same as before.
17. Copy the PO number and add it to the spreadsheet next to the PO line.
18. Replace last year's price in the invoice with this year's price.
19. Check them off as you go.
20. When finished, make sure the total on the spreadsheet matches the total on the invoice.

• Print the spreadsheet. Attach it to the invoice and write the following on the invoice:
  • Multiple funds & POs
  • Approved: sign name
  • date
  • vendor code (starts with @ and appears after Vendor/Account in any PO you search)

CARLI invoices should be fine. Other invoices, pay attention to the following:

• check vendor info and if changes need to be made, put a post-it on the invoice for Dustin to tell him. He will work with Payables and the vendor to get everything in our systems updated.
• if there is not enough money in the fund to pay for the item, Alma will not let you save the PO.
  • tell Dustin to move money. Selector can fill out form or you can just decide where to move money from.
  • Stephanie can do a temporary override so you can finish making the PO while you wait for the money to be moved.
• vendor codes should not end with an x unless they are internal to UIUC.