*NEW* chat tool NOW LIVE!
The chat will provide a quick response to an Invoice or Purchase Order status inquiry. Any End User can access the tool via the Medline Accounts Payable Help Center. The tool primarily uses the Vendor #, Invoice # and posting year to provide a detailed status for the queried invoice. Below are the possible detailed statuses:
- Paid: Provides the amount paid (less any deductions or discounts), the payment due date and the payment doc #/ check # and date cashed (if applicable)
- Payment on Hold: Provides the reason for the hold and next steps on how to resolve the hold to release payment
- Awaiting Payment: Provides the payment amount (less any deductions or discounts), due date and expected payment method
- Missing Goods Receipt: Provides the link to create a ticket to submit the necessary documents to have the goods receipt entered and payment released
- Invoice on Hold: Provides directions on how to find an existing ticket or the link to create a new ticket if one does not already exist. Invoices on hold have a discrepancy or Medline is missing information which is preventing the invoice from falling under any of the other detailed statuses
- No Results found: Provides a list of possible input errors and how to resolve if you believe the inputs were valid data or the invoice is not on Medline’s radar for payment
The End User can check multiple invoices, one after the other by typing “another invoice” in the open text message field. Although some detailed statuses result in ticket creation, using the tool will provide an immediate response and directions on next steps (if necessary). If the invoice # is not known, the PO number and Vendor # can be input and a list of related invoices will be provided. Then the end user can copy from that list of related invoices the information to query an invoice. This tool is also a great resource if the end user needs a refresher on how to resolve a pending payment.