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This text refers to program version 7.2  

Operations Menu - Purchase Invoice - Cancel Approval Request

If a Purchase Invoice needs to go through an approval process before you can mark it as OK (or before you can tick the Prel. Booking box)and you have started that approval process by selecting 'Send for Approval' from the Operations menu, you will no longer be able to modify the Invoice. So, if you realise the Purchase Invoice contains an error, you must cancel the approval process before you can correct the error. To do this, open the Purchase Invoice and choose 'Cancel Approval Request' from the Operations menu. You will now be able to amend the Purchase Invoice and then restart the approval process by once again choosing 'Send for Approval'.

If you cannot cancel the approval process, the probable reasons are:

• The Approval Status of the Invoice (visible on the 'Inv. Address' card) is not Pending.
  

• You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
  

• You cannot cancel the approval process if at least one Approval Person has approved the Purchase Invoice.

Please refer to the description of the Approval Status options on the 'Inv. Address' card of the Purchase Invoice window for brief details of the approval process and here for full details.

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In this chapter:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Examples
  

• Preliminary Booking
  

• Inspecting Purchase Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Purchase Invoices
  

• Error Messages
  

• Printing Purchase Invoices
  

• Accruals in the Purchase Ledger
  

• Cash Notes in the Purchase Ledger
  

• Crediting Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Invoice Status
    

  • Balance
    

  • Add Retention
    

  • Add Withholding Tax
    

  • Open E-Purchase Invoice pdf
    

  • Open NL Transaction
    

  • Open Preliminary NL Trans.
    

  • Send for Approval
    

  • Cancel Approval Request
    

  • Connect to Prepayment
    

  • Create Activity
    

  • Create Asset
    

  • Create Cash Out
    

  • Create Credit Note
    

  • Create Internal Invoice
    

  • Create VAT Correction P/L
    

  • Not Reconciled POs
    

  • Item Search
    

  • Print Cash IN-OUT
    

  • Open Tax Matrix

Download:

• PDF document describing the Purchase Invoice register

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for HansaWorld Enterprise manual

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