SOP – Configure – Accounts Payable – PO Invoice Status

Standard Operating Procedures

Purchase Order Invoice Status

 

PURPOSE:

Configure statuses for Purchase Orders.

The purchase order invoice status is set to an open status when first created. When the status is changed by the user to a status of released, the invoice transaction is posted.

 

Current Purchase Order Invoice Statuses:

 

PROCEDURE:

1. Navigate to the Accounts Payable module on the main menu.  
 2. Navigate to the Account Payable screen and click the link to Purchase Order Invoice Status.
3. Click New to create new PO Invoice Statuses.
4. Enter Status name and description. Set status to Yes, enter sequence number and set status flag.
5. Click Save to save the new order invoice status.

 

ROLES USED:

 

The System Administrator is responsible for managing and overseeing the Finance module its configuration and functionality.

 

 

Return to Account Payable Module SOP