Changing the status of invoices

You can change the status of an invoice as it moves towards completion.

Before you begin

You must have authorization through the Security Groups application to change the status of an invoice.

About this task

When you create an invoice, its status is automatically set to Entered. When you change the status of an invoice to Approved, if the Close PO check box is selected, all purchase orders that are associated with the invoice (for which all receipts are complete and approved) are closed. The system administrator sets purchase order options in the Organizations application.

Procedure

  1. In the Invoices application, display the invoice record for which you want to change the status.
  2. Select the Change Status action.
  3. In the New Status field of the Change Status window, click the drop-down arrow to select a status.
  4. Optional: Change the Status Date and specify information about the status change in the Memo field.
  5. Optional: Click the Close PO check box to close all purchase orders associated with the invoice for which all receipts are complete and approved. Or, you can clear the Close PO check box if you do not want to close all associated purchase orders for which receipts are complete and approved.
  6. Click OK to save your changes.

What to do next

If the invoice has an inspection-required line item, the inspection status of the line item must be complete in the Receiving application before the invoice can be approved.


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