Reject an invoice manually

Review exceptions flagged for manual rejection and reject an invoice from the invoice case when AP specialist confirmation is required.

Before you begin

Role required: admin

The invoice must have at least one exception with Rejection mode set to Manual, and no exception with Rejection mode set to Auto.

About this task

When exceptions flagged for manual rejection exist on an invoice, the system routes the invoice to an AP specialist for review. The invoice case displays a notification indicating that exceptions require manual rejection review. Use this procedure to review the exceptions and reject the invoice.

Important:

Manual rejection review is only triggered when no exception has Rejection mode set to Auto. If an auto rejection exception exists on the same invoice, the system rejects the invoice automatically and does not route it for manual review.

Procedure

1. Navigate to the invoice case that requires manual rejection review.

   The invoice case displays a notification that exceptions are flagged for manual rejection and require review.

2. Review the exceptions listed on the invoice case.

   The Rejection mode field is visible on each exception record. Verify that the exceptions flagged for manual rejection are correct before proceeding.

3. Select Reject invoice.

   A dialog prompts you to enter a rejection reason.

4. Enter a rejection reason in the field provided.

Result

After you confirm the rejection, the system performs the following actions:

• Cancels the exception.
• Cancels the invoice and closes the invoice processing case with the appropriate terminal state.
• Populates the rejection reason and comments in the invoice audit history and activity stream.
• Sends an email notification to the supplier with the rejection comments.