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Posting an Invoice

An invoice can be posted when all of the following conditions are met:
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The invoice is in balance.
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All prorated extra charge lines and tax lines can be successfully prorated. All this requires is that at least one invoice line exists that is capable of accepting the prorated charge or tax.
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The invoice has been approved or does not require approval.
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None of the invoice lines has an unapproved significant price difference.
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If the invoice is part of an invoice entry batch, the batch must be in balance.
APM automatically posts an invoice when any of the following events occur:
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The invoice is approved.
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The last price discrepancy is approved.
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The invoice batch is posted.
An invoice is only automatically posted if all of the prerequisites for posting are met. For example, an invoice batch that contains five invoices is posted. All of the invoices are balanced. One of them requires approval, while another invoice has one line with a price discrepancy that requires approval. When the batch is posted:
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The three invoices that do not require approval are posted.
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The invoice that requires approval is not posted. It is posted when it is approved.
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The invoice with the line that requires approval is not posted. It is posted when its line is approved.
An invoice and its lines cannot be redrafted after the invoice has been posted. However, non-financial information can be changed on a posted invoice, as long as the financial entries have not been sent to an interfaced financial system.
If you are not using invoice or invoice line approvals or invoice batches, you can manually post invoices. This topic explains how to manually post an invoice.

To Post an Invoice

1.
From the Site window, select the Invoicing view, Invoices tab, then the Invoices tab. By default, this tab lists all invoices by supplier.
2.
Right-click the invoice you want to post and click Post. The invoice must have the status “Ready to post”.
APM posts the invoice and updates its status to “Posted”. It is now displayed in the “Posted invoices by supplier” configuration.
Tip: You can also open the invoice, select the Worksheet view, and click Post. The Post button is available only when the invoice has the status “Ready to post”. APM posts the invoice and updates its status to “Posted”.