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How to setup Approval process for Customer Invoice

former_member402814
Participant
0 Kudos

Hi team,

I am Bydesign customer.

Please help me to set up approval process for customer invoice posting in system.

Regards,

Vishal K

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Approval for Manual Customer Invoice and Credit Memo

Overview

You can activate and define an approval process for manual customer invoice and credit memo.

Activate Approval Process

You can enable the approval process for customer invoice and credit memo in Business Configuration work center, Implementation Projects view.

Note

Configuration settings are usually performed by an administrator. If you do not have the required authorization, contact your administrator. Before enabling this feature, you need to ensure that there are no manual customer invoice and credit memo documents with status Not Released.

End of the note

Select your project and click Edit Project Scope. In the Questions step of the guided activity, select the business option Approvals on Manual Customer Invoicing under Sales Customer Invoicing Miscellaneous Invoicing .

Define Approval Process

In the Application and User Management you can define an approval process for customer invoice and credit memo with the following possibilities:

  • A multistep approval considering several approving parties
  • Defining conditions for the following values:
    • ABC Classification
    • Absolute Gross Total
    • Buyer Party
    • Net Value
    • Sales Unit

    If the defined conditions are met, the document will require approval. This will create an approval task for the approver in Approvals view under Managing My Area work center.

    Note

    The approval task can be seen, only if the approver has access to Managing My Area work center, Approvals view.

    End of the note

For more information, see the documentation on creating and editing approval processes.

former_member402814
Participant
0 Kudos

Hi Benjamin,

Invoices created from Outbound deliveries / Returns are also part of Manual Invoice Request?

Former Member
0 Kudos

I don't think that invoices created from outbound deliveries / returns are also part of manual invoice request.

Answers (0)