Enhanced Workflow Process Invoice Submission and Revenue Container Creation

This feature enhances the workflow process for invoice submission and revenue container creation. When billing has been run and an invoice has been created, a new link is now available on the invoice page to submit the invoice, run revenue recognition on the project, and create a revenue container in one single click. When all actions have been performed, you are redirected to the Balance Summary page of the new revenue container. OpenAir performs appropriate checks to ensure that the project meets all the criteria for a new revenue container.

Note:

If there is an existing revenue container that has not yet been approved, an error message appears indicating that an open or submitted revenue container still exists and therefore OpenAir cannot automatically submit the invoice and create the revenue container. A link in the error message points to the existing revenue container that needs to be approved.

To enable this feature, contact OpenAir Customer Support.