Selecting repair invoice for authorization

Selecting service invoice for authorization

This page allows you to search and select a service invoice for authorization. Tell me more

Select the “Authorize Invoice’ link under the “Supplier Repair Invoice” business component.

The “Select Invoice” page appears.

Enter the following fields:

Invoice Category	The type of repair invoice which could be “Repair Order”, “Exchange PO".
Invoice #	The number identifying the service invoice.

Select the “Authorize Invoice” link provided alongside to authorize the service invoice.
Enter the following fields in the “Search Criteria” group box:

Supplier # From	The starting code in the range of codes identifying the supplier to whom the part/component has been outsourced (Alphanumeric, 16).
To	The ending code in the range of codes identifying the supplier to whom the part/component has been outsourced (Alphanumeric, 16).

Note: The value entered in this field must be greater than the value entered in the “Supplier # From” field.

Supplier Invoice #	The number identifying the invoice that has been sent by the supplier for payment (Alphanumeric, 18).
Ref Doc No From	The starting number in the range of numbers identifying the service order that has been raised on the supplier for repairing or servicing a part/component (Alphanumeric, 40).
To	The ending number in the range of numbers identifying the service order that has been raised on the supplier for repairing or servicing a part/component (Alphanumeric, 40).

Note: The value entered in this field must be greater than the value entered in the “RO No From” field.

Finance Book	Use the drop-down list box to select the code identifying the finance book to which the transactions pertaining to this invoice are posted. The system displays the first value by default on launch of the page.
Total Invoice Amount From	The starting amount in the total amount to be invoiced (Decimal).

Note: If this field is left blank then the system assumes the value to be ‘0’.

To	The ending amount in the total amount to be invoiced (Decimal).

Note: If this field is left blank then the system assumes the value to be the maximum invoice amount.

Payment Priority	Use the drop-down list box to select the precedence of the payment. You can select from “High”, “Medium” or “Low”. The system displays “Medium” by default on launch of the page.
Invoice # From	The starting number in the range of numbers identifying the invoice that is created to make payments to a service agency (Alphanumeric, 18).
To	The ending number in the range of numbers identifying the invoice that is created to make payments to a service agency (Alphanumeric, 18).
Currency	Use the drop-down list box to select the currency in which the payment has to be made to the supplier. The system displays the base currency by default on launch of the page.
Invoice Date From	The starting date in the range of dates on which the service invoice was raised (Date Format).

Note: If this field is left blank then the system assumes the date to be “01/01/1900”.

To	The ending date in the range of dates on which the service invoice was raised (Date Format).

Note: If this field is left blank then the system assumes the date to be the system date.

Supplier Name	The name of the supplier for whom the invoice has been raised (Alphanumeric, 150).
User ID	The login ID of the user who created the service invoice (Alphanumeric, 30).

Click the “Search” pushbutton to search for the invoice details.

The system retrieves and displays the following in the “Search Results” multiline:

Invoice #	The number identifying the service invoice.
Invoice Date	The date on which the service invoice was raised.
Currency	The currency in which the invoice has been created.
Total Invoice Amount	The amount to be paid to the supplier as per the service invoice.
Repair Order #	The number identifying the service order that has been raised on the supplier for repairing or servicing a part/component.
Supplier #	The code identifying the supplier to whom the payment is to be made.
Supplier Name	The name of the supplier to whom the payment is to be made.
Supplier Invoice #	The number identifying the invoice sent by the supplier for payment.
Finance Book	The code identifying the finance book to which the entries pertaining to the service invoice are posted.
Payment Priority	The payment precedence which could be “Low”, “Medium” or “High”.

Check the box in the “Select” column to mark an invoice(s) for authorization.
Click the “Authorize” pushbutton to authorize the invoice(s).

Note: Atleast one row must be marked in the multiine for authorization.

The system authorizes the service invoice(s) and updates the status of the invoice to “Authorized”.

Selecting service invoice for authorization – An overview

You can specify the invoice number and the invoice category directly, if you are aware of it. Otherwise, the invoice can be searched for based on the following details: the details of the supplier to whom the payment is to be made, the details of the service order based on which the invoice is created, the finance book to which the financial entries are posted, the amount for which the invoice is raised, the precedence of invoice payment, the invoice number, the date on which the invoice was raised, the invoice currency and the login ID of the user who created the invoice. The system retrieves invoices in “Fresh” status for authorization.

Multiple invoices can be authorized at a time in this page. The system authorizes all the invoices and updates the status of the invoices to “Authorized”. Any further modifications to these invoices cannot be done.

What you can do in this page

Authorize multiple invoices

Multiple invoices can be authorized at a time.

Search the invoices to be authorized using specific search criteria.
Select the invoices to be authorized.
Click the “Authorize” pushbutton to authorize the invoices.

The system authorizes the invoices and updates the status of the invoices to “Authorized”.