Adjust a contract invoice to make a change to a contract
invoice that has already been posted and select internal users who should approve and review
the invoice.
Reviewers should use the steps outlined in the Review and Approve a Contract Invoice topic to approve an
invoice. The invoice is approved when all document routing distributions are set to a
status type that sets the distribution to a status of inactive. Once the invoice has
been approved by the reviewers, you can post the invoice.
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If you haven't already done so, on the Document
Management Settings screen, set up your document management defaults.
Note: You can only use document routing if you have
selected the Document Routing Distribution Control
checkbox on the Document Management Settings screen.
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If you haven't already done so, set up your document routing distribution
groups.
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Enter the details of the adjusted contract invoice and assign it to a posting
group.
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Select the users and/or the document routing distribution group that will
review the adjusted contract invoice.
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Create the PDF file for the adjusted invoice, and save the invoice as a
draft.
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If needed, contact the reviewers to advise them to review the adjusted
contract invoice.
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Periodically view the status of the document routing for the adjusted contract
invoice to monitor the review process.
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Modify the details of the adjusted contract invoice if needed.
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Once the adjusted invoice is approved, review the contract invoices in the
posting group.
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Create the PDF file for the adjusted contract invoice; view, print, or e-mail
the invoice; and save the invoice as ready to post.
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Post the adjusted contract invoices in the posting group.
Note: Once you post an adjusted contract invoice, you can no
longer modify it. If you need to make any changes after posting, create another
adjusted contract invoice.
After you create an adjusted contract invoice, you may
want to: