Invoice Workflow Actions

The following table summarizes the actions that you can perform on an invoice. The current document state and your security permissions determine which actions are available to you at any given moment. While in edit mode, Proliance displays the most likely next action at the top of the page, but you can select another action from the "Workflow" button.

Note: All the actions described below require that a cost period be entered for an invoice. Proliance always enters a default cost period for every invoice. However, if you have not yet set up cost periods in the workspace, then no periods will be available. For more information, see "Creating Workspace Period".

From the Invoice document, you can…	Preconditions	New state
Set to Pending Set the invoice to Pending	Invoice is in Draft state	Pending
Approve Approve the invoice	If the Enforce Target Amount Validation option is selected, the line items must total the Invoice Target Amount.	Approved
Release for Payment Release the invoice for payment	The contract associated with the invoice must allow payments. If the Enforce Target Amount Validation option is selected, the line items must total the Invoice Target Amount. Proliance may automatically release the invoice for payment after approval, if the contract was so set up. For more information, refer to the settings Payments Allowed and Release After Invoice Approved in "Contract - Settings".	Released for Payment
Undo Payment Reverse the payment that was applied against the invoice	(none)	Approved
Unapprove Reverse the approval of the invoice	(none)	Pending
Submit for Acceptance Submit the invoice for acceptance	Invoice is in Pending state	Pending Acceptance
Submit for Approval Submit an accepted invoice for approval	Invoice is in Pending state	Pending Approval
Do Not Accept Do not accept the invoice	Invoice is in Pending Acceptance state	Pending
Do Not Approve Do not approve the invoice	Invoice is in Pending Approval state	Pending
Cancel Cancel the invoice	(none)	Canceled
Reset to Pending Reactivate a canceled invoice	Invoice is in a Cancelled state	Pending
Reset to Draft Sets an invoice back to Draft state	(none) Note: This option is only available for invoices created with Proliance 4.0 and later.	Draft