Downloading Signify Invoice Status

Users can download invoice status updates from Signify to apply to invoices in OASIS. During the download, OASIS will attempt to automatically apply as many updates as possible. When invoice status is successfully applied to an invoice, the lines will update to reflect information in the order status download. This article will explain how to process order status downloads for Signify. 

Requirements:

• Signify connectivity must be configured in OASIS.

Starting the Invoice Status Download

1. Navigate to the Invoices page.

2. Click Signify, then select Download Invoices from the drop-down list.

3. A system notification will appear stating that the download has been initiated. Users can continue to work in OASIS as the download occurs.

4. A pop-up window may appear asking the user to map entries from Signify's system to entries in OASIS to facilitate the invoice status process. To map an entry, click  and select the entry in OASIS that corresponds with the External Identity listed in the window.

4. Once the download is complete, another system notification will appear stating that the invoice status has been successfully downloaded. Invoice statuses that were not able to be automatically applied will be listed in the Invoice Status Download Folder. 

Managing the Invoice Status Download Folder

1. Navigate to the Invoices page.

2. Click Tools, then select Show Invoice Download Folder from the drop-down list.

3. The Downloads window will appear. This window will display all invoice statuses that OASIS was not able to automatically apply.

4. Select a line or press CTRL+A to select all lines, then click Tools.

5. Select from the following options:

• Create Matching OASIS Transaction- this option will create the order and the invoice for which the invoice status is designated. If the order or invoice already exists in OASIS, do not choose this option. 
• Select OASIS PO and Move- this option allows users to search for the order manually and move the copy of the invoice status to that transaction. An invoice will not be created.
• Move to Related OASIS Transaction- this option automatically searches for the selected invoice and moves the information to the invoice if OASIS finds it. If not, no action will occur.
• Clean Up (Move to Related)- this option automatically searches for all invoice statuses in the folder and moves the information to the invoices if OASIS finds them. If not, no action will occur.

6. When using the Select OASIS PO and Move, Move to Related OASIS Transaction, and Clean Up (Move to Related) options, an .O2O attachment will be added to the invoice or order with the invoice status information. Updates will NOT automatically apply to the invoice. Users will need to manually apply the information by referencing the attachment and making the necessary changes to the transaction.