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Invoice Approvals

Use the Invoice Approvals window to define the invoice approval codes that you use to manually hold or release invoices. You can define as many invoice approval codes as you need. You can define hold codes that you assign to an invoice during entry to place the invoice on hold. For example, "Needs CFO Approval". You can also define release codes that you use in the Invoice Holds or Invoice Actions window to remove the holds you place on invoices. For example, "CFO Approved". You cannot pay an invoice that has a hold applied to it.

You can also determine whether to allow posting for the hold codes you define. If you assign a posting hold code to an invoice, you cannot post the invoice until you remove the hold.

Payables predefined invoice hold codes

Payables predefines hold codes and release holds that it uses to apply and release invoice holds during Approval.

In the Invoice Approvals window, you can query the predefined hold and release approval codes that Payables provides, but you cannot modify them.


Defining Supplier Controls

You can automatically place holds on invoices for a supplier site by enabling invoice controls for the site. Payables provides you with four types of controls that you can enable in the Control Information region at the supplier site level of the Suppliers window. You can also define default values for these controls in the Control region at the supplier level. Payables automatically assigns defaults you define for a supplier to any new sites you enter for the supplier. See: Control Region of the Suppliers and Supplier Sites window.

Defining Invoice Approvals

   To define invoice approval codes:

See Also

Summary of Approval Hold Codes

Applying Holds

Releasing Holds

Approval

Invoice Approvals Window Reference


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