This alert works together with ID553 if you need an internal process to approve or deny requests to void an invoice. This alert specifies the note types used on the invoice to request approval for voiding.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
If you are using an internal process where your Accounts Receivable team needs to request approval (or receive a denial) when they want to void an invoice, then this process can automate these requests. This process relies on the requesting user adding a specific 'noteype' on the invoice notepad (the notepad icon on invoices), requesting that the invoice be voided. The manager then adds either an approval or a denial to the request.
ID552 is the first step in this process that initiates the AR person's request asking for approval to void an invoice, while ID553 is the manager's approval or denial process.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Note Types for Void Request - List the note type(s) that will be used to request approval to void an invoice.
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Alert Functionality
Alert Functionality
1. To request that an invoice be voided, a note is added to the invoice, using the note type specified in Variable W.
To add a note to the invoice, right-click and choose Notes:
You can also access notes by clicking on the yellow paper icon in the lower left of the invoice:
Then select the note type from the list and add notes regarding why the invoice needs to be voided. These notes will be sent with the email to the manager, who will approve or deny the request:
Note types can be created in Tools - Lists and Codes - Note Types:
2. An email will then be sent to the users specified on the alert subscription, one of those users will complete the approval process.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID553 - Note Types Used on Invoice to Approve or Deny Void Request
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