Convert invoice type

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Convert an invoice type between PO and Non-PO to correctly classify an invoice based on updated information from buyers or suppliers.

    Before you begin

    Role required: Account Payable Specialist

    Procedure

    1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Workspace.
    2. Select the list icon (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.
      Note:
      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 more actions>Change invoice type.
      You can choose to convert invoice types to:Change invoice type
      • 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.