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
- In the Invoices application, display the invoice record
for which you want to change the status.
- Select the Change Status action.
- In the New Status field of the Change
Status window, click the drop-down arrow to select a status.
- Optional: Change the Status Date and
specify information about the status change in the Memo field.
- 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.
- 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.