The Authorize Payment Plan process is used to authorize supplier invoices for payment. This is done after invoices are entered.
If the Supplier Invoice Authorization only by separate function check box in Enterprise/Company/Invoice is selected, authorization can only be made through a separate step in the Authorize Invoices for Payment window.
In other cases, authorization can also be made in the Installment Plan and Discounts dialog box, which can be reached with a right-click on Manual Supplier Invoice window (and then click Payment Plan and Discounts).
Invoices can be automatically authorized when set to Finally Posted status if the Automatic Authorization of Payment Plan at Final Posting check box in Enterprise/Supplier/Invoice for the supplier is selected. In this case, the Supplier Invoice Authorization only by separate function check box in Enterprise/Company/ Invoice must be cleared. The authorization can be removed after the invoice is saved.
It is possible to remove the authorization for an invoice, which is already saved as authorized for payment.
Before you start entering information, check that Basic Data Required (BDR) has been set up as per instructions in Define Financials Basics, the Set up Basic Data Accounts Payable process.