Payable Invoice Approval

objective

The purpose of Payables Invoice Approval is to modify the status code of invoices to be paid.

prerequisites

Define AP Status Codes
Purchase invoices have been transferred

Icons

Icon

Title

Used to

Configuration

Allows setting up various display configurations.

Hide projects	If checked, the Project No. (Project Number) column will not be displayed in the grid. NOTES: The Filter by Project field and the project description are also hidden. Furthermore, project numbers are displayed by default unless they are explicitly skipped when the spreadsheet is configured. To configure the spreadsheet right-click the spreadsheet to display the contextual menu Options and select the menu item Configuration. To view the project numbers on the spreadsheet check the View box associated to the Project No. field; click OK.
Display the projects description	If checked, the project’s name will be displayed, to the right of its number, in the Project No column.
Do not display the invoices already approved	If checked, invoices that have already been approved will not be displayed in the Purchase Invoices grid.
Display all invoices	If checked, all invoices will be displayed in the list, regardless of their code. Only users with Administrator rights can check the Display all invoices box.

steps

maestro* > Purchasing > Purchasing > Purchasing > Payable Invoice Approval

Maestro* display defaults to the list of invoices for which:

the User for Approval has not been indicated.
the User for Approval is the current user.
the number of the invoice’s Code is greater than zero.

Customize the display of the purchase invoices on the spreadsheet

Click the Configuration icon or select a project from the drop-down menu, located on the right side of the Filter by Project field, to display only invoices to be approved for a specific project.
Check the relevant display options. For more information, refer to the table of the Icons section.
Click the Save icon to record the display parameters.

Go to the Define AP Status Codes option (maestro* > Purchasing > Maintenance > Suppliers > Define AP Status Codes) to:

Create or specify the User for approval, that is the user who is authorised to approve invoices of a given code.
Specify that the approval must be carried out by the project manager.
Ensure that the items that can be viewed on the spreadsheet are tied to the security settings defined for each individual project.

It is also possible, from the Define AP Status Codes option together with the Configuration options (color selection) to color-code the invoices based on their status.

Modify the code of invoices to be paid

Click the Code field, located to the right of column Invoice #, and select the new code.

To view the invoice details, double-click the field Invoice #.

Click the Save icon.
Click the Quit icon.