Approve Invoice Preview

Explanation

This activity is used to approve an Invoice Preview. However, even after approving an Invoice Preview, it is possible to revoke the approval which will then lead to a new approval process.

Prerequisites

In order to perform this activity:

• An invoice preview must exist.

System Effects

As a result of this activity:

• The invoice preview is approved.
• A customer order is created with the status planned.

Window

Invoice Preview

Related Window Descriptions

Invoice Preview

Procedure

To perform this activity, follow these steps:

1. Open the Invoice Preview window.
2. Query for the Invoice Preview that needs to be approved.
3. Right click on the Invoice Preview header and select the status Approved.

Or else,

1. Open the Report In Work Order window.
2. Query for the work order.
3. Right click on the Report In Work Order header and select View Invoice Preview.
4. Right click on the Invoice Preview header and select the status Approve.

Note: This action is performed by a background job. You can check the status of the background job in Background Jobs.