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Purchasing Invoices (EP Setup Options) |
The Purchasing Invoices tab enables you to create and customize an invoice reconciliation work flow for handling purchasing objects within the system.
Enterprise purchasing options
Default initial status
Default initial status for each line item. Currently only used in web when creating invoices from web workflow.
Default resolution ID when receipt and invoice amounts match
Default resolution ID currently only used in web to default resolution ID when match is enabled.
Require receipt invoice reconciliation before closing purchase orders
Requires that all receipts for a purchase order are reconciled against an invoice before a purchase order can be closed. This option does not require return receipts to be reconciled, and by default those will not be required to close a purchase order. Purchase Order default header status will have to be an OPEN state which is the Invoice Matching state.
Require return receipt invoice reconciliation before closing purchase orders
Requires that all return receipts are reconciled against an invoice before a purchase order can be closed. If this option is disabled, the web will not show return receipts on the invoice reconciliation page. It is not required that they are reconciled before closing a purchase order. If this option is enabled, the web will show return receipts and it will be required that these are reconciled before closing purchase orders.
Default purchase order header status upon reconciling all receipts
Default purchase order status when receipts are reconciled.
Automatically update purchasing invoice once all associated purchase orders have been closed
This option is used to automatically update the header status on purchasing invoices related to the purchase order being closed. This will only happen if there are no other open purchase order on the invoice record. This will occur if the purchase order is manually closed, if end-of-period processing closes the purchase order, or if all receipts are reconciled if the default header status for purchase orders is closed.
Default closed status
This is required when "Automatically close purchasing invoice once purchase order has been closed" is enabled. It is the status used to update the invoice header and can be a different status then what is used to close the purchase order. This option allows an OPEN or CLOSED item state.