Invoice Package Workflow States

An Invoice Package document can have one of several states. Each state indicates the position of the document in terms of its life cycle. When you perform workflow actions on the document, the state of the document changes accordingly. Note that in some states, you can only edit some of the invoice package information.

  State Description

1

Draft

You can add invoices to the package, as long as those invoices have been approved.

2

Released for Payment (Locked)

Invoices included in the invoice package are now released for payment.

You cannot add additional invoices to the package.

You cannot edit the values of the invoices in the invoice package, nor edit or delete the invoice package.

When an invoice package's state changes from Draft to Released for Payment (Locked), the invoices that were added to this package will also change to the standard Released for Payment state.

3

Released for Payment (Unlocked)

The invoices already in the invoice package have been released for payment.

You can add additional invoices to the package, as long as those invoices have been released.

You cannot edit the values of the invoices in the invoice package, nor edit or delete the invoice package.