This procedure is included in the supplement Electronic Invoice Management (EIM).
Why Use This Procedure?
This procedure is used to code and authorize the supplier invoices that have been scanned in the Scan Supplier Invoice procedure and preliminary registered in the Register Supplier Invoice procedure.
In the procedure window, you will see an image of the first invoice (consecutive number) that needs to be authorized. In the lower portion of the window, you code and authorize the invoice.
Read more about how to authorize supplier invoices in MONITOR in the Authorize and Approve Invoices section under MONITOR Electronic Invoice Management in the Using MONITOR Procedures guide.
Window Functions
Save is used to authorize/approve the invoice. The invoice will then be sent to the next signer or to the final coding. Next invoice is automatically displayed.
Save - not send forward is used if you have processed the invoice in any way, for example added a note or made a coding, but you want it to remain in your inbasket.
Send forward is used in case the invoice has been sent to you by mistake. You can then forward it to another signer. You will see a list of signers among which you can select to whom you want to send the invoice.
Approve - send forward is used if the invoice should be approved by you but you also want to forward it to another signer for further approval. You will see a list of signers among which you can select to whom you want to send the invoice.
Do not approve is used if you do not want to approve or authorize an invoice. It is good if you first add an annotation on the invoice with the cause of this. The invoice will then automatically be sent to the final coding where a message will be displayed saying that the invoice has not been approved.
Invoice info shows information about the invoice, authorization info and a log.
Navigation buttons are used to scroll between invoices and other documents that are saved in a consecutive number.
Send via e-mail is used to send invoices via e-mail. You can select the e-mail address, to which you want to send the invoice, in the supplier register and user register.
Read more about the other Window functions under Window Functions in the MONITOR Basics.