Adjust a Vendor Invoice and Route It for Approval

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.

Reviewers should use the steps outlined in the Review and Approve a Vendor 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.
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.
  1. On the Adjust Vendor Invoice screen, enter the details of the adjusted vendor invoice and assign it to a posting group.
  2. Select the users and/or the document routing distribution group that will review the adjusted vendor invoice.
  3. Optional: If needed, contact the reviewers to advise them to review the adjusted vendor invoice.
  4. On the New Vendor Invoice Log, periodically view the status of the document routing for the adjusted vendor invoice to monitor the review process.
  5. Optional: Once the invoice is approved, review the adjusted vendor invoices in the posting group.
  6. Optional: Modify the details of the adjusted vendor invoice or assign it to a different posting group.
  7. 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.
After you create an adjusted vendor invoice, you may want to: