External Control of Transaction Completion

Use External control of transaction completion for direct review and approval of designated invoices and credit memos.

You can apply two different levels of control with External control of transaction completion:

• Require review and approval of all invoices and credit memos before completion.
• Require review, correction, and approval of invoices and credit memos that have negative transaction line amounts and that are assigned a transaction type with a Creation Sign of Positive.

Choose the users you want to act as approvers of transactions with External control of transaction completion, and assign these users the AR_MANAGE_TRANSACTION_CONTROL_REST privilege. This lets an approver use the Receivables Invoice REST API or the Receivables Credit Memo REST API to approve transactions for completion by setting the AllowCompletion flag to Y.

The approver can alternatively delete the transaction, void the transaction by applying a Void transaction type, or leave the transaction in the Incomplete status.

Approvers using External control of transaction completion can search for invoices and credit memos that require review either in the Billing work area or in the Manage Transactions page.

Note: Transactions under External control of transaction completion don't transition to the Pending Approval status.

To review transactions under External control of transaction completion:

1. In the Incomplete infotile of the Billing work area or in the Manage Transactions page, click the View > Columns menu.
2. Select the columns Allow Completion and Control Completion Reason.
3. Review the applicable transactions.

   Transactions with an Allow Completion value of No require review before they can be completed.

   The Control Completion Reason column displays the reason that review is required.