Invoice tasks

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Invoice tasks, an extension of acknowledgment tasks, lists invoice tasks in the Open, Work in Progress, and Closed Rejected status.

    Note:
    If you are a new customer, or an existing customer who has upgraded and installed the Shopping Hub (sn_spend_uib) plugin, these tasks aren't applicable for you. However, if you choose to continue with the existing Source-to-Pay Common Architecture (sn_shop) plugin and skip the Shopping Hub plugin, these tasks are available for you to work on.

    When an invoice acknowledgment is triggered, a task is created against the invoice and displayed as an Invoice Task related list on the Invoice form view.

    You can view these invoice tasks from the Receipt Acknowledgment sub-module under the Sourcing and Purchasing Automation module. The following are the key fields of an invoice task:

    Table 1. Invoice task fields
    Field Description
    Number System-generated unique identifier of the invoice task.
    Assigned to Person primarily responsible for this invoice task.
    Primary contact Person within the procurement team who can be contacted with questions about receipts, milestones, invoices, or other activities related to acknowledgment. This field is populated or updated with the same user in the Assigned to field of the parent task record, as follows: For an invoice or acknowledgment task, from the referenced purchase order.
    Short description Brief description of the invoice task.
    Description Detailed description of the invoice task.
    State Status of the invoice task. The options are Open, Work in Progress, Closed Complete, Closed Rejected, and Closed Canceled.

    If a line is acknowledged in ShoppingHub, the state of the invoice line will be Invoice Confirmed. If rejected, the state of the invoice line will be Rejected.
    Due date Expected due date from the person to whom this task is assigned.
    Summary Details
    Invoice Invoice for which this invoice task is created.
    Expected start Expected start date of the invoice task.
    Actual start Actual start date of the invoice task.
    Actual end Actual end date of the invoice task.
    Duration Duration to complete this invoice task.

    The following are the related lists of an invoice task:

    Table 2. Invoice task related lists
    Related list Description
    Invoice lines List of all the related invoice lines with acknowledgment type as service acknowledgment, for this invoice task.