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Conditions That Allow Specific Invoice Actions

In the Invoice Summary Window, the buttons and Special Menu items that perform actions on an invoice are enabled or disabled, depending on the characteristics of the invoice that is selected. These characteristics are listed in the following table. This table clarifies when you can perform each action on an invoice.

Conditions Required for Invoice Actions To Take Place
Approve Invoice Invoice has no generation errors. Invoice has not been approved or released.
Adjust Invoice Invoice has no generation errors. Invoice has not been released.
Release Invoice Invoice has no generation errors. Invoice has been approved. Invoice has not been released.
Cancel an Invoice Invoice has no generation errors. Invoice has been approved. Invoice has been released. Invoice has not been canceled. Invoice is not a credit memo. Invoice has not been written off. Invoice does not have a credit memo applied against it.
Write Off an Invoice Invoice has no generation errors. Invoice has been approved. Invoice has been released. Invoice has not been canceled. Invoice is not a credit memo. Invoice status is Accepted.
Print Invoice Review Report No conditions apply. All selected draft invoices will be printed in the Invoice Review Report.


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