There are situations that can occur when an invoice is incorrectly approved or batched, and needs to be edited. This is not allowed through the standard screens for appropriate security and control reasons.
A utility screen has been provided to allow users who have the menu item 'Change Job Invoice Status' to make changes
A field is provided for the New Status to be entered for a selected invoice.
This menu item should only be made available to Administrative Users, who must understand the implications of the changes being made. If Statuses are changed when warning messages are ignored the integrity of the data may be impaired!
- For any Invoice which has not been Batched, we allow change to any New status without any warning message
- For any Invoice which has a Batch Date, and the Invoice Status <> Updated we allow change to any New status only after a warning message 'This Invoice has been Batched. Do you want to proceed with the change of Status?'
- For any Invoice which has an Exported Date we allow change to any New status only after a warning message 'This Invoice has been Updated to the financial software. Be sure that you really want to change this Status'
- If changing the New Status to a Status of 'Updated' in the New Status field we give a warning message 'Changing this Invoice to a Status of Updated indicates it has been exported to the financial software. Be sure that you really want to change this Status'