(Old) Creating a Selection List There are a couple of ways you can create a selection list. Option 1: Create a Selection List While Searching...
Invoice Overview Invoices expend funds encumbered by a line item or direct charge on a purchase order. You can also expend funds...
Creating an Invoice Manually If your provider account is not set up for EDI invoicing you will need to enter invoices manually. See Invoice...
Credit Memos Credit Memos are used to negate an invoiced amount. Credits are usually issued by the vendor and should be entered...
(Old) Blanket Orders A “Blanket Order” is a special type of Direct Charge that can be used to encumber an amount of money...
(Old) Creating a Purchase Order Manually Purchase orders can be created manually in Evergreen when you don’t have a file of MARC records to upload. There...
(Old) Activating a Purchase Order This section covers the process of activating a purchase order, as well as issues that may arise during the process....
EDI – Electronic Data Interchange Evergreen is capable of EDI ordering and invoicing with vendors who offer it. EDI is the transfer of data from...
EDI Invoice Processing EDI invoices are generated by your vendor and posted on their site for pickup. These invoices are picked up by...
Provider Search In the Provider Search interface you can search for an existing provider , delete/deactivate a provider, create a provider, or...
Create/Edit a Provider Record About Providers Provider records represent a vendor or a vendor account. This record can contain information pertaining to contacting the...
Cancel Reasons The process of cancelling or delaying purchase orders/line items/copies is the same whether you are intending to cancel or delay....