Submit, Approve, Reject, Release, or Revert Invoices with the Assistant

This topic provides steps for using the Project Contract Invoicing Assistant to process supported invoice actions.

Before You Start

Make sure you know the exact contract number and invoice number for the invoice you want to process.

Supported Actions

The assistant supports these invoice actions when the invoice is in the required status:

• Submit a draft standard invoice for approval.
• Approve an invoice in Submitted status.
• Reject an invoice in Submitted status.
• Release an invoice in Approved status.
• Revert an invoice in Rejected status to Draft status.

Steps

1. Open the Project Contract Invoicing Assistant.
2. Ask the assistant to perform the action on a specific invoice.
3. Provide the exact invoice number and contract number if the assistant prompts for missing details.
4. Provide additional information, such as the Receivables number, if the release action requires it.
5. Review the confirmation returned by the assistant.

Sample Prompts

• Submit invoice 1045 for contract 100245 for approval.
• Approve invoice 1045 for contract 100245.
• Reject invoice 1045 for contract 100245.
• Release invoice 1045 for contract 100245.
• Revert invoice 1045 for contract 100245 to Draft status.

Note: When releasing an invoice, if the invoice numbering method is set to Manual in the Contract Business Unit setup, the assistant prompts the user to provide the Receivables number to use for release.