Invoice Agent Actions

This page is accessed via Business Process Automation > Agents and Milestones > Automation Agent.

If you select INVOICE in the Agent Type field and do not select anything in the Data Type Association field, the agent actions listed here are available.

To use agent actions from other agent types (business objects), select the appropriate data type association. By selecting a data type association, an automation agent of one agent type (business object) can run related agent actions of a different agent type (business object). For example, an automation agent with a shipment agent type can run agent actions available for the order release agent type. To do this, select a data type association of SHIPMENT TO ORDER RELEASE. See the actions topic for more details.

Action	Description
Auto Approve Adjusted Costs	See the Invoice Auto Approve Adjusted Costs action. Parameter: Note (any text)
Assign Bill General Ledger Codes	This is a utility agent action. See Assign Bill General Ledger Codes.
Add to Consolidated Invoice	This action allows you to add an invoice to a consolidated invoice based on the Invoice Consolidation Constraint Set. Parameter: Invoice Consolidation Constraint Set Add to existing Consolidated Invoice - Select the check box to add an invoice to an existing consolidated invoice with the same constraint set. If there is no existing invoice with the same constraint set, the application will create a new consolidated invoice. If the check box is not selected, the application will always create a new consolidated invoice. For information on how to add an invoice to a consolidated invoice, see How to add bills/invoices to a Consolidated Bill/Invoice.
Assign Document Sets	This action allows you to assign document sets to selected objects. You can assign a single or multiple document sets to an object or multiple objects. Note: If a document set is already assigned to an object, the action will proceed with assigning the remaining document sets. Parameter: Document Set
Ad Hoc Notify Contact	This is a utility agent action. See Ad Hoc Notify Contact.
Assign Invoice General Ledger Codes	This is a utility agent action. See Assign Invoice General Ledger Codes.
Auto Match Invoice	See the AutoMatch Invoices action.
Assign Order General Ledger Codes	This is a utility agent action. See Assign Order General Ledger Codes.
Assign Shipment General Ledger Codes	This is a utility agent action. See Assign Shipment General Ledger Codes.
Add Transactional Interest	This is a utility agent action. See Add Transactional Interest.
Allocate Voucher - Invoice	See the Allocate Voucher action.
Assign Variable	This is a utility agent action. See Assign Variable.
Calculate Provincial Tax	See the Calculate Provincial Tax action.
Calculate VAT	See the Calculate VAT action.
Calculate VAT Manually	See the Calculate Manual VAT action.
Call Service	This is a utility agent action. See Call Service.
Copy Equipment to Shipment	This agent action copies the equipment and seal information from an invoice to a shipment.
Copy Flexfields To	This is a utility agent action. See Copy Flexfields To.
Copy Involved Parties from Invoice	This is a utility agent action. See Copy Involved Parties from <object>.
Copy Involved Parties to Invoice	This is a utility agent action. See Copy Involved Parties to <object>.
Copy Refnums from Invoice	This is a utility agent action. See Copy Refnums from <object>.
Copy Refnums to Invoice	This is a utility agent action. See Copy Refnums to <object>.
Create Credit Note	See the Create Credit Note action.
Direct SQL Update	This is a utility agent action. See Direct SQL Update.
Dont Persist	This is a utility agent action. See Dont Persist.
Else	This is a utility agent action. See Else.
Elseif	This is a utility agent action. See Elseif.
Endfor	This is a utility agent action. See Endfor.
Endif	This is a utility agent action. See Endif.
Endlock	This is a utility agent action. See Endlock.
Estimate Distance	This is a utility agent action. See Estimate Distance.
For	This is a utility agent action. See For.
For Each	This is a utility agent action. See For Each.
Generate Invoice	See Create Invoice action.
Generate Invoice Number	See the Generate Invoice/Bill Number action.
Generate Refnum	This is a utility agent action. See Generate Refnum.
If	This is a utility agent action. See If.
Invoice - Auto Approve	Applies appropriate auto-approve rules, then approves the invoices. Agent action evaluates all invoice line items (including child invoices that are part of a consolidated invoice) based on the glog.invoice.autoapprove.persistLineOutOfToleranceDetails property. The agent action will allow approvals even if there are line items in the invoice that are out-of-tolerance. Once the invoice approval tolerance rule has passed, the auto approval process then validates each invoice line approval tolerance rule by comparing invoice line item charges with the matched shipment cost line at the cost type level. Out-of-tolerance details of each failed invoice line item are captured during this process. If any line items fail, the process validates the Overall Cost Deviation Rule by adding all the individual line item deviation amounts.
Lock	This is a utility agent action. See Lock.
Log	This is a utility agent action. See Log.
Log to Transmission Report	This is a utility agent action. See Log to Transmission Report.
Match Invoice	See the Manual Match Invoice action. Parameters: Shipment Note (any text)
Notify Contact	This is a utility agent action. See Notify Contact.
Notify Involved Party	This is a utility agent action. See Notify Involved Party.
Persist	This is a utility agent action. See Persist.
Prepare Document	This is a utility agent action. See Prepare Document.
Prepare Report	This is a utility agent action. See Prepare Report.
Print Document	This is a utility agent action. See Print Document.
Queue Event	This is a utility agent action. See Queue Event.
Raise Error	This is a utility agent action. See Raise Error.
Raise Event	This is a utility agent action. See Raise Event.
Raise Internal Event	This is a utility agent action. See Raise Internal Event.
Reevaluate Auto Assign	This is a utility agent action.
Reject Invoice	See the Reject Invoice action. Parameter: Note (any text)
Remove Transactional Interest	This is a utility agent action. See Remove Transactional Interest.
Schedule Event	This is a utility agent action. See Schedule Event.
Send Allocation	This is a utility agent action. See Send Allocation.
Send Document Sets	This agent action follows the same logic as the web action Send Documents with the option of sending document sets. Note: The agent action will check if the given document sets are assigned to the business object. If not, the agent action fails and will not send the document sets to the user. Also, if any document set is not provided in the agent action, it fails. Parameter: Document Set
Send Integration	This is a utility agent action. See Send Integration.
Send Voucher	This agent action posts as XML any vouchers that are related to an invoice. The only vouchers that will be sent are those with the status type ISSUED_NOT_ISSUED. Once a voucher has been sent, its status will be set to ISSUED_ISSUED automatically. If there are vouchers that are children of a parent voucher, their status will also be automatically changed. You can specify full text or summary transmission, remarks, the recipient external system, and the transmission protocol. Parameters: Notify Method: Communication method used to send the transmission. External System: The ID of system to which the XML document is transmitted. This field is required. Transaction Code: Specifies how the transaction should be processed Reference Object Transaction Code: Specifies how the reference object transaction should be processed Remark: Any text that you want sent with the XML document. Send ID Only: If selected, only send the Voucher ID. If not selected, send full text.
Set Exchange Rate	See the Set Exchange Rate action. Parameters: Exchange Rate ID Set Related Objects Saved Query
Set GL Date	See the Set GL Date action. Parameter: Saved Query
Set Indicator	This is a utility agent action. See Set Indicator.
Set Internal Status	This is a utility agent action. See Set Internal Status.
Set Status	This is a utility agent action. See Set Status.
Set User Defined Image	This is a utility agent action. See Set User Defined Image.
Stop	This is a utility agent action. See Stop.
Unapprove Payment	See the Unapprove Invoice action. Parameter: Note (any text)
Unload Invoice from HD	This allows you to unload (soft delete) data from HD for data query type Invoice. This agent action is intended for use with Transportation Intelligence. This is similar to the Unload Object from HD available via power data. This agent action inserts a record to the DEL_OBJ_FROM_HD table with these values: OBJ_GID = <INVOICE GID> OBJ_TYPE = 'IV' This agent action must be configured to the Invoice– Removed agent event.
Unmatch Invoice	See the Manual Match Invoice action. Parameters: Note (any text)
Unreject Invoice	See the Unreject Invoice action. Parameter: Note (any text)
Validate Match	See the Validate Match action.
Wait	This is a utility agent action. See Wait.

Invoice Agent Actions

Related Topics