Invoice Status - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the P.50.91 Invoice Status screen, you can explore agreements for a selected supplier across projects, and you can create invoices corresponding to an agreement.

In the first (Suppliers) block, the suppliers for whom agreements were created appear here.

If you have the MULTI PROJECT privilege, the suppliers for all the projects you have access to appear here.

In the second (Invoice Status) block, the agreements for the selected supplier and project appear with their highest approved supplement. If an invoice has been created for the agreement, the invoice number is shown in the Invoice Number field. The status of the invoice appears in the Invoice Status field. The available statuses are:

  • Not Submitted

  • Needs Assignment - Submitted by subcontractor; no invoice owner was assigned.

  • Pending - Invoice owner was assigned.

  • Ready for Approval - The RfA check box was selected.

  • Rejected - An approver has rejected the invoice approval. This status enables the Request Unsubmit button.

  • Ready for Final Approval - When ZP_INV_FA is set to Y, that is, final approval is required, the invoice has been approved by all approvers of the approval sequence.

  • Approved - The invoice has been approved by all approvers of the approval sequence. Additionally, when ZP_INV_FA is set to Y, that is, final approval is required, the Final Approve button was clicked.

  • Paid - The Paid button was clicked (invoice paid date set).

Double-click in the Invoice Number field to open the P.50.92 Invoices screen where you can create an invoice or edit an existing invoice.

Click Attachments to open the D.90.21 Attachments screen, where you can attach documents and attributes to the selected invoice. For more information, see Attachments.

Select the user who is responsible for the invoice from the LOV in the Invoice Owner field.

Only users with the INVOICE OWNER privilege can be assigned to an invoice. Only users with the ASSIGN INVOICE OWNER privilege are allowed to assign users as the invoice owner.