Invoice Editing, Approval and Deletion automatically changes the Status on an Invoice.
The Enter Job Invoice screen and the Enter Contract Claims screen become the control for invoicing once the invoice lines have been generated by the various invoicing processes
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A summary of the process follows: -
Process | Security Admin Function | Actions & rules | Status |
Edit Invoices
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Edit Job Invoices
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Create a new invoice
Edit an Unapproved invoice
View invoice if the Status is not Entered. (if the status <> Entered it will be read only)
Approved Invoices may not be edited
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Entered
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View Draft Invoice
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The invoice will always be in draft form at this stage of the process
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Entered
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Approved
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Approve Job Invoices
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The approved "By Me" button is enabled and the Approved field is not greyed out.
Approve the invoice
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Approved
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Invoice sent
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When the invoice is printed with the Final Copy Flag set
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Sent
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Unapproved
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Unapprove Job Invoices
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Remove the approver from the invoice
Remove from the batch
Make the status "Entered"
Only Unapproved invoices can be edited.
Cannot Unapprove if the batch is Updated. Message will be given "Invoice already exported"
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Entered
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Delete
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Delete Job Invoices
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You can only delete "Entered" status invoices, i.e. They are Unapproved.
This will zero out qty & value; note on the invoice Header that the invoice is deleted; moves the invoice into the Cancelled Batch (set up in the Control Parameters)
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Cancelled
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Exported
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The batch has been exported to the Financials
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Updated
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