Approve Invoice Preview

Explanation

Use this activity to Approve an Invoice Preview.

A user can Approve an Invoice Preview, once amounts are verified, and the action will result in a Customer Order being created.

By default, the customer order will be created by a background process (asynchronous) and once completed the invoice preview will be updated with a reference to the created customer order. To generate the actual Invoice, you need to further process the generated Customer Order. It is possible to opt to approve invoice previews online, which means that a customer order will be created while the user waits (synchronous). To enable the Approve Online the option the Approve Invoice Online must be set to true on the Site/Maintenance screen.

Note: If the invoice preview is created with at least one Service Invoice line having a Qty to Invoice of 0, it will not be allowed to approve the invoice preview as lines with zero quantity cannot be invoiced to customer. These lines will need to be manually deleted before the invoice preview can be approved.

Prerequisites

System Effects