Convert invoice type

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: Account Payable Specialist

    Procedure

    1. Navigate to All > Accounts Payable Operations > 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. Choose the Type drop-down to convert an invoice.
      • When you choose to convert an invoice from PO to Non-PO invoice, the Purchase order field is hidden.
      • When you choose to convert an invoice from Non-PO to PO invoice, the Purchase order field is displayed and you must populate the purchase order field.
      A message appears asking for your confirmation.
    5. Select Continue.
    6. Select Save.
      The changes are saved and all open exceptions are closed. If the type selected is Non-PO, then the application removes all the purchase order and purchase order line mapping from invoice and invoice lines respectively. The State field is set to Received for an intermittent time period, and then changes to the respective state depending on the invoice processing.

      The application displays the following notification:

      Invoice is currently being processed.

      For more information on checking exceptions, refer Check for invoice exceptions on a single invoice.