Invoice Workload - 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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Smart Materials/Smart Reference Data Version
2020 (10.0)

The P.50.93 Invoice Workload screen shows all submitted invoices along with agreement details and invoice details.

Select the RFA check box next to the Remit To field to indicate that the invoice is ready for approval. Click Approval Sequence to open the A.20.49 Approval Sequence screen. For more information, see Approval Sequences. All approvers must select the Approve check box to approve the invoice.

You must have the INV_APPROVAL privilege to be able to approve invoices.

If one approver rejects the invoice by selecting the Rejected check box, the invoice status appears as ‘Rejected’ and the Request Unsubmit button is enabled. Click Request Unsubmit to reverse the approval sequence and to unsubmit the invoice. The invoice status is set to ‘Not Submitted’.

If the project default ZP_INV_FA is set to Y, that is, final approval is required, the invoice status appears as ‘Ready for Final Approval’ when all approvers have approved the invoice, and the Final Approve button is enabled. Click Final Approve to complete the approval. The invoice status is set to ‘Approved’.

If ZP_INV_FA is set to N, the invoice status is set to ‘Approved’ when all approvers have approved the invoice.

Once the invoice is approved, you can click Paid to set the invoice status to ‘Paid’. The paid amount is calculated as invoice amount - retention amount and appears in the Paid Amount field.

If the DBA setting INVOICE_RETENTION_CTRL is set to Y, the retention percentage that is defined on the agreement header (Retention % field on P.50.07) is used. If INVOICE_RETENTION_CTRL is set to N, the procedure UPD_RET_PERCENT from the M_API_INVOICE package is used to update the retention percentage for the invoice from an external system.

The Invoice Paid Date field is populated with the current date.