Understanding the Setup of Credit Invoice Status Rules

Status rules establish a validation of the credit invoice status that is required for processing a particular event. You can also specify the next status that the system uses when the event has been completed.

For example, for the ACCEPTANCE event, the credit invoice must have a status of TO ACCEPT. After processing, the credit invoice status is updated to ACCEPTED.

These rules should be set up by an advanced user and offer great flexibility for defining the steps that your company wants to follow to process credit invoices.

Important: You must define the status rules correctly when you install the credit invoice module because making changes other than adding additional steps to the process is difficult.

Status rules consist of these elements:

• Accounts Payable Event

  These values are hard-coded in the Credit Invoice A/P Events (76A/EV) UDC table and represent different possible actions in the JD Edwards EnterpriseOne Accounts Payable system.

• Credit Invoice Status From

  This is the initial valid status that is necessary for the event to run.

• Credit Invoice Status To (optional)

  Some events require you to complete this field to change the credit invoice status manually or automatically. If the Credit Invoice Status To field is blank, no status change occurs for the event.

  Note:

  You cannot leave the Credit Invoice Status To field blank for events that update the status automatically. Leaving this field blank for these events might cause the system to act erratically.

  Regardless of the code system that you decide to use, you skip numbers or codes so that you can add intermediate status in the future, if necessary.