AP Invoice General

The AP Invoice module in the EDI system facilitates the management of invoices. Users can create, review, and approve invoices efficiently while ensuring compliance with company financial policies.

When creating an AP Invoice, users can select a related Purchase Order (PO). Once selected, key invoice details such as vendor, currency, line items, and tax-related data are automatically inherited from the PO, streamlining the invoice creation process and reducing manual entry errors.

Module Functions

  • Create AP Invoice: Enables users with the appropriate permissions to create AP invoices, save,and submit it.
  • Attach Invoice Documents: Allows mandatory attachment of invoice files to ensure proper record-keeping.
  • Vendor Selection: Provides a vendor list for easy selection during invoice creation.
  • Approval Workflow Integration: Supports structured approval processes as defined in the workflow settings.
  • Invoice Details Review: Displays vendor details, totals, tax amounts, and line items.
  • Storage Configuration: Enables selection of storage providers for handling invoice attachments.
  • Settings Configuration: Offers customization options such as purchase item selection, expense type inclusion, and attachment storage provider selection.
  • Dashboard: Access an overview of all invoices, including pending approvals and completed orders.
  • AP Invoice Create: Initiate a new invoice creation process.
  • AP Invoice Details: Displays all invoice-related data for review and processing.
  • AP Invoice Settings: Configures module settings, including storage options.
  • Workflows: Defines the approval workflow for AP Invoice submission and processing, ensuring structured validation and compliance.
Next
AP Invoice Create

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