Example of ERP posting error workflow

Follow a step-by-step example of how to close ERP posting integration errors using the error task workflow in Accounts Payable Operations.

Before you begin

Role required: Accounts Payable admin

Procedure

1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Operations.
   The Accounts Payable Operations landing page appears.
2. Click ERP Posting error.
   The ERP Posting error invoices page lists the invoice cases with ERP integration status as Failed.
3. Click an invoice case.
   The Pay invoice playbook card auto-opens Review integration errors card. An error message displays the reason for integration failure. Example: There was an integration error for this invoice. Complete the tasks to ensure the invoice details are correct.
4. Click the error task in Review integration errors page.
   The Review integration error for XXXXX form opens. Review the error description which explains the reason for integration failure. Example: Network failure. For more information about the ERP posting error task, see ERP Posting error form.
5. Open the Invoice header form and edit the invoice fields with appropriate details.
6. Open the Invoice Lines form and edit the invoice fields with appropriate details.
7. Click Save.
   The changes to the forms are saved.
8. Click Send to ERP.
   You can also open the playbook of invoice processing case and select send to ERP. ln the outbound table, an invoice with status New is created. The integration status in the outbound invoice is updated to Processed.
9. In the invoice Details tab, the Status is auto-updated as Pending payment.
10. Click Review Payments.
    For more information on payment fields, see Inbound invoice payment fields.
    The ERP integration error tasks are closed and the invoice is successfully processed for payment.