Invoice Status

The Status Type and Value fields display the current state of invoices at various stages of the buy and sell settlement processes. Default Status Types and Values are automatically assigned when the invoice is created.

Note: You can search for invoices based on the Status Type and Value using the Status tab on the Invoice Manager Search page. Additionally, you can view all status types and values on this tab.

Any external Status Types and Values associated with the invoices are also populated.

Invoices are assigned the following Status Types:

• APPROVAL: Indicates if the invoice has been approved or not. The initial status is unapproved. It could also be unapproved if it failed auto-approval or has been manually unapproved. An invoice could be automatically approved or manually approved by using the Approve Invoice action in the Payment Invoice Manager. Approved addendum indicates that an addendum invoice has been manually approved. it the status is rejected, no further processing can take place until the invoice has been unrejected.
• INVOICE MODIFIED: Indicates if an invoice has been modified and if so, indicates if the modification has been acknowledged or denied.
• MATCH: Indicates if an invoice has been matched to a shipment. The initial status is not matched meaning it is available for subsequent matching attempts. The following match statuses are also available:
• • Non_original_invoice: The invoice that has been matched to a shipment is not an original invoice.
  • Multiple_shipment_match: The invoice has been matched to multiple shipments.
  • Matched_auto: The invoice has been automatically matched to a shipment, using the AutoMatch action or the Process All Invoices process, and is ready to be approved for payment.
  • Matched_addendum: The invoice has been matched to one more shipments other than the one that is already matched to this invoice.
  • Matched_manual: The invoice has been manually matched to a shipment, using the Match Invoice action, and is ready to be approved for payment.
  • Matched_rejected: The invoice has been rejected, using the Reject Invoice action. It cannot be further processed until it has been unrejected.
  • Matched_partial: Some, but not all, of the child invoices of a parent invoice (that is, a consolidated invoice) have been matched to shipments. A parent invoice can have a MATCHED_MATCHED status only when all of its child invoices have been matched.
• PROCESS: If the process status is Hold, the approval actions are prevented from being executed on an invoice.
• VAT_CALCULATION: Status of the VAT calculation. Before it is run, the status is Not calculated. After calculation, the status is either calculated or failed.

You can define which statuses are displayed for each user by creating a status type filter and then using Manage User Access to associate the User Access Type of Status Type Filter with a particular user. When you have done so, a small arrow appears near the top of the Status window. Clicking the arrow displays all of the statuses, not just the ones displayed by the filter. Bold statuses are ones that appear in the filter, and regular ones are statuses hidden by the filter.