The Authorize Payment Plan process is used to authorize supplier invoices for payment. This is done after invoices are entered.
If the Supplier Invoice Authorization only by separate function option in Enterprise/Company/Invoice is enabled, authorization can only be made through a separate step in the Authorize Invoices for Payment page.
In other cases, authorization can also be made in the Installment Plan and Discounts dialog, which can be reached from Manual Supplier Invoice page (click Instalment Plan and Discounts).
Invoices can be automatically authorized when set to Finally Posted status if the Automatic Authorization of Payment Plan at Final Posting option in Enterprise/Supplier/Invoice for the supplier is enabled. In this case, the Supplier Invoice Authorization only by separate function option in Enterprise/Company/Invoice must be disabled. The authorization can be removed after the invoice is saved.
It is possible to remove the authorization for an invoice, which is already saved as authorized for payment.
Before you start entering information, check that Basic Data Required (BDR) has been set up as per instructions in Define Financials Basics, the Set up Basic Data Accounts Payable process.