Supplier Invoice Status Activities

Use the Supplier Invoice Approve, Release for Payment, Prepare Allocation, and Allocate activities to search for saved invoices based on attributes of the associated invoice status code.

• Supplier Invoice Approve displays all supplier invoices with an invoice status code that has the Approved field unselected.

• Supplier Invoice Release for Payment displays all supplier invoices with an invoice status code that has the Lock Payment field selected.

• Supplier Invoice Prepare Allocation displays all supplier invoices with an invoice status code that has an allocation status of No Allocation.

Note: You can go directly to Supplier Invoice Allocate, without using Supplier Invoice Prepare Allocation first.

• Supplier Invoice Allocate displays all supplier invoices with an invoice status that has an allocation status of Transient Allocation, No Allocation, or Any.

Use Supplier Invoice Approve to search for invoices that are ready for approval. Change the associated invoice status code to one for which the Invoice Approved field is selected.

Note: The Invoice Approved field can be used to indicate that an invoice is valid. However, you can still approve an invoice that has a status code for which the Invoice Approved field is cleared.

Use Supplier Invoice Release for Payment to search for invoices for which the Lock Payment attribute is selected in the associated invoice status code. You can then change the invoice status code to one in which this field is not selected, which effectively releases the invoice for payment.

Invoices must be released for payment to be included in a payment selection.

Use Supplier Invoice Prepare Allocation to search for invoices that have an invoice status code with an allocation status of No Allocation. You then change the associated status code to a code that has a Transient Allocation status and generate postings to the transient layer.

Use Supplier Invoice Allocate to search for invoices that have an invoice status code with a status of Transient Allocation, No Allocation, or Any. You can then change the code to one with Allocation status.

You finalize the invoice posting by allocating the invoice amounts to the correct cost accounts. You allocate by either completing the Matching Posting tab or by confirming the previously prepared allocation posting in the official layer.