Convert invoice type

You can convert invoice type from PO to Non-PO invoice and vice versa based on interaction between buyers and suppliers of business services.

始める前に

Role required: Account Payable Specialist

手順

1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Workspace.
2. Select the list icon ().
3. Navigate to Lists > My work > My open invoice processing cases and open an invoice processing case.
   An alternate way is by navigating to Lists > Primary Data > >Invoices > Open invoice.

   注:

   Type conversion is supported only for invoices from Draft state to No exceptions found state. You cannot convert invoice type once it is submitted for approval.
4. Select View invoice processing case.
5. Select More Actions >Change invoice type.
   You can choose to convert invoice types to:

   • PO to Non-PO invoice and vice versa
   • Credit memo invoice to PO invoice, Non-PO invoice and vice versa

   A message appears asking for your confirmation.
6. Select Change invoice type.
7. Select Save.
   The status of the invoice changes to Draft. The invoice is reprocessed and re-validated.

関連タスク

• View the invoice processing case associated with an invoice
• Review an invoice in Document Intelligence
• Enter the missing required invoice information and submit an invoice
• Confirm whether an invoice is a duplicate
• Reset an invoice to the Received status
• Check for invoice exceptions on a single invoice
• Start the processing for an invoice imported via integration with third-party applications