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This text refers to program version 8.1  

Operations Menu - Invoice - Cancel Approval Request

This page describes the 'Cancel Approval Request' function on the Operations menu in the Invoice record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If an Invoice needs to go through an approval process before you can mark it as OK (and before you can print it) and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), you will no longer be able to modify the Invoice. So, if you realise the Invoice contains an error, you must cancel the approval process before you can correct the error. To do this, open the Invoice and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Invoice and then restart the approval process by once again choosing 'Request 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 Invoice.

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

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The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

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

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu, including:
  
  • OK
    

  • Print Proforma Invoices
    

  • Invoice Status
    

  • Customer Status
    

  • Item Search
    

  • Add Environment Tax
    

  • Change to Base 1
    

  • Connect to Prepayment
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Print Cash IN-OUT
    

  • Send to Fiscal Device
    

  • Edit Instalments
    

  • Resend E-Invoice
    

  • Open NL Transaction
    

  • Manager's Discount Override
    

  • Open Tax Matrix
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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