Define AP Status Codes
OBJECTIVE
The Define AP Status Codes function is used to define the status of invoices after they are transferred. This option is used to manage an approval process or to simply better describe the status of an invoice.
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Nine (9) approval codes can be customized. Codes whose statuses are assigned by the numbers 0, 8 or 9 are default maestro* codes. You can define color by approval code by clicking the Configuration icon. This setting is user-based and also applies to the following options: Supplier Inquiry and Payables Invoice Approval (also available in the Dashboard). |
Steps
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maestro* > Purchasing > Maintenance > Suppliers > Define AP Status Codes |
Create an invoice status
- Enter the required information in the Define AP Status Codes tab:
The default system statuses cannot be modified or deleted.
Field
Description
Code
Invoice status code.
NOTE: All codes that have no descriptions are available.
French Description
French description of the invoice status code.
English Description
English description of the invoice status code.
User For Approval
Used to configure a user responsible for invoices with the code created.
NOTE: This function can be used as part of an approval process, for example. Invoices must be assigned this status before they can move on to the next status.
Approval from Project Manager
Used to link to the project manager entered in Project Management, if the box is checked.
NOTE: As with the User For Approval field, this function can be used as part of an approval process. Invoices must be transmitted to the project manager entered in Project Management before they can move on to the next status.
Display for users who have access to the project
Allows the display of invoices according to a user's security status in the Payable Invoice Approval option.
If checked, the user must have access to all projects included on the invoice for it to appear in the Purchase Invoice grid.
NOTE: This box is not checked by default.
- Click Save.
See also