Finance

As an invoice approver, use the guide to access and respond to an approval request.

To temporarily change an approver use this guide. 

Use this guide to approve purchase orders or standard contracts.

The Billing Batching and Billing guide contains instructions for: 

• Navigating to Billing Portal  
• Generating Billing Batch    

Use this Chart Strings guide to view and edit a variety of chart strings. It contains: 

• Navigate to the Cost Allocation tab    
• Equipment Chart String    
• Preventive Maintenance Schedule Chart String    
• Purchase Order (Purchase Order Change Order) Chart String    
• Work Tasks Chart String    
• Find a Chart String    
• Remove a Chart String    

The Contracts and Contract Changes reference guide will cover the following topics:

• Open a Project from Company focus
• Open a Project from Project focus
• Create a Goods and Services Contract
• Add Cost Codes
• Issue Contract
• Approval Contract Workflow
• View a Standard Contract Record
• Contract Change Orders
• View a Standard Contract Order Change Order
• Internal Service Agreement (ISA)

The Invoicing Reference Guide contains the following topics:

• View Invoice Portals
• Create an Invoice
• View Approver of Invoice
• Purchase Order (PO) Invoice
• Create a Negative Purchase Order Invoice
• Non-Purchase Order (PO) Invoice
• Standard Contract Invoice
• Standard Contract Payment Application Invoice
• Create a Purchase Order Invoice for a RE Land or Lease
• Create Invoice Batch (manually)

The Purchase Order from a Work Task Reference Guide contains the following topics: 

• Types of TRIRIGA Purchase Orders  
• Navigate to the primary Purchase Order page through a Work Task   
• Create a Purchase Order for Non-Inventory (Non-Catalog) Parts  
• Attaching documents to POs    
• Create a Purchase Order with Services    
• Track a Purchase Order   

The PO & Change Order NO Work Task Reference Guide contains the following topics: 

• Navigate to the primary Purchase Order Portal    
• Create a Purchase Order for Non-Inventory (Non-Catalog) Parts
• Attaching documents to POs    
• Create a Purchase Order with Services    
• Track a Purchase Order    
• Create a Purchase Order Change Order    
• Track a Change Order    

The Purchase Order for Inventory Staff guide contains:

• Navigate to the Purchase Order portal    
• Create a Purchase Order with Inventory Parts (Catalog)    
• Attaching documents to POs    
• Find a Blanket PO    
• Create a Blanket PO    
• Issue a Blanket PO

The Real Estate Purchase Order guide contains: 

• Navigate to the primary Purchase Order portal   
• Create a Draft Purchase Order for a Real Estate Transaction   

The Perceptive Content Reference Guide contains the following topics:

• Perceptive Content workflow    
• Prior to creating invoice in TRIRIGA    
• After Invoice created in TRIRIGA    

The Vendor Maintenance guide contains: 

• Activate a Vendor from Peoplesoft to TRIRIGA    
• Set the Vendor details    
• View Vendor Information    
• View a Vendor External Contact    
• Add External Contact to an Organization    
• Add a Vendor External Contact    

If you do not have access to create or edit a vendor record in TRIRIGA, follow this guide to Request to Add or Revise a Vendor in TRIRIGA.

This guide instructs billing accountants on how to reverse and rebill vendors. 

The Work Tasks for External Customers reference guide contains the following topics:

• Work Tasks in TRIRIGA
• Required data for all work tasks
• Work Task Portal
• Create new work task
• Assign Responsible Organization
• Cost Allocation Tab
• Activate work task
• Final Steps to Accurately Bill Customers