Adjust a vendor invoice to make a change to a vendor invoice that has already been posted and select internal users who should review and approve the adjusted invoice.
Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
Before you can adjust a vendor invoice, you must Create a Vendor Invoice and Post Vendor Invoices screen a vendor invoice.
Tip: You can also adjust a vendor invoice without routing it for approval. See Adjust a Vendor Invoice for details.
- On the Adjust Vendor Invoice screen, enter the details of the adjusted vendor invoice and assign it to a posting group.
- Select the users and/or the document routing distribution group that will review the adjusted vendor invoice.
- Optional: If needed, contact the reviewers to advise them to review the adjusted vendor invoice.
- On the New Vendor Invoice Log, periodically view the status of the document routing for the adjusted vendor invoice to monitor the review process.
- Optional: Once the invoice is approved, review the adjusted vendor invoices in the posting group.
- Optional: Modify the details of the adjusted vendor invoice or assign it to a different posting group.
- Post the adjusted vendor invoices in the posting group.
Note: Once you post an adjusted vendor invoice, you can no longer modify it. If you need to make any changes after posting, create another adjusted vendor invoice.