Start the processing for an invoice imported via integration with third-party applications

Start the processing for an invoice that doesn't have an associated invoice processing case.

始める前に

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

このタスクについて

In a few scenarios, the invoice can be imported via integration with third-party applications. If an invoice is ingested into Accounts Payable Operations via integration, the invoice processing is not initiated. No invoice processing case is created for the invoice.

In such situations, the Accounts Payable Specialist must open the invoice and select the Start invoice processing option, which creates an invoice processing case for the invoice and starts processing the invoice.

The Start invoice processing option is displayed for invoices of type PO and Non-PO only.

The Start invoice processing option is not displayed for invoices that are in the Canceled, Closed duplicate, Approved, Pending payment, or Paid status.

注:

Accounts Payable Operations includes the Start Invoice Processing for Orphan Invoices flow, which automatically picks up all the PO and Non-PO invoice type records that are in the Draft status that don't have an invoice processing case associated to them and starts their processing.

You don't need to perform this manual task if you've activated the Start Invoice Processing for Orphan Invoices flow. For more information, see Activate the Start Invoice Processing for Orphan Invoices flow.

手順

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Navigate to Lists > Primary Data > Invoices.
4. Open the invoice that is imported into Accounts Payable Operations via integration.
5. Select Start invoice processing.
   An invoice processing detailed record and an invoice processing case is created for the invoice and the invoice processing begins.

   After an invoice processing case is created for the invoice, the Start invoice processing option is replaced by the View invoice processing case option on the Invoice form.

   The invoice is processed based on its current status. For example, if the invoice is in the Received status, the duplicate check process is run, if the invoice is in the PO matching completed status, the exception engine is run, if the invoice is in the No exceptions found status, the approval engine is run, and so on.

   The invoices for which an invoice processing case is not created automatically, a scheduled job runs at regular intervals to pick up such invoices, creates an invoice case for each invoice, and starts the processing for the invoices. The scheduled job enables you to start the processing for all such invoices in bulk, without requiring you to start the processing for each invoice individually.

• Activate the Start Invoice Processing for Orphan Invoices flow
  Activate the Start Invoice Processing for Orphan Invoices flow to start the processing of an invoice that doesn’t have an associated invoice case.

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
• Convert invoice type
• Reset an invoice to the Received status
• Check for invoice exceptions on a single invoice