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The following table summarizes the actions that you can perform on an invoice package document. The current document state and your security permissions determine which actions are available to you at any given moment. To change an invoice package state, you must have edit permissions for invoices. 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.
For more information, see "Performing an Action on a Document".
| From the Invoice Package document, you can… | Preconditions | New state |
|---|---|---|
|
Release for Payment Release the invoices in the invoice package for payment |
(none) |
Released for Payment (Locked) |
|
Unlock Unlock the invoice package. |
Note that Proliance does not allow you to edit the invoice package during the unlocking process. |
Released for Payment (Unlocked) |
|
Lock Lock the invoice package. |
Note that the only change you can make before you lock the invoice package is to add additional invoices. |
Released for Payment (Locked) |