Work Instruction 

Task Lead - Distribute Invoice 

 

Purpose 

This work instruction is used to outline the process in which the Task Lead sends an invoice 
for additional fees to a requestor. This activity only applies to revision cases where the fee 
type selected is Alluvial Fan and will not appear for any other type of revision case. 

 

Prerequisites 

. The Review Determination activity is complete 


. Project involves Alluvial Fan 




 

Navigation 

Via Menu Path 

Log in to the MIP . Workbench . Work Items . 

and 

Claim . Distribute Invoice 



 


Work Steps 

 

 

Work Item List screen 


 

Warning icon 


Only claim an activity that you are certain you own or have been 
instructed to claim. Contact your manager if you claimed an activity in 
error. 



1. Click on: Claim button 
to claim the activity 

2. Click on: Distribute Invoice button 
to enter the Distribute Invoice activity 

 

Work Item List > Distribute Invoice screen 



 

3. Enter the Letter Date that appears on the final invoice that is mailed. 

4. Click on: Continue button 
to move to the Review screen 

 

Distribute Invoice review screen 


 

Information icon 


On the Review screen, click the twisties to the left of the listed name to 
expand a single element. To view all elements, click the Expand All link 
to show all data fields and information entered. 



5. Review the information and click Continue button 


 

 

 

 


 

Distribute Invoice > Complete Task screen 


 

Critical Note icon 


Once you click Complete Task you cannot return to this task. Confirm 
all information is correct before clicking the Complete Task button. 
Click the Back button to make any changes to previous screens. 



6. Click on: Complete Task button 
to complete the activity 

 

 

Results 

The next activity is Receive Invoiced Fee conducted by the Fee Administrator. 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last updated: March 2009