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.

NOTE: You must have the relevant Security Admin Function before you can Edit, Approve, Unapprove, Delete.

A summary of the process follows:

Process	Security Admin Function	Actions & rules	Status
Edit Invoices	Edit Job Invoices	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	Entered
View Draft Invoice		The invoice will always be in draft form at this stage of the process	Entered
Approved	Approve Job Invoices	The approved "By Me" button is enabled and the Approved field is not greyed out. Approve the invoice	Approved
Invoice sent		When the invoice is printed with the Final Copy Flag set	Sent
Unapproved	Unapprove Job Invoices	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"	Entered
Delete	Delete Job Invoices	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)	Cancelled
Exported		The batch has been exported to the Financials	Updated

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