Invoice Workflow States

An Invoice 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 information.

	State	Description
1	Draft	The values do not appear on the ACR. Automatically synchronizes with changes to the parent commitment BCM allocations but these changes are not reflected on the ACR. All BCM owned by the Invoice is inactive. Similar to the Pending state, all values are counted in the summary and line item invoice amount calculations. Note: This applies only if BCM integration has been enabled for the workspace.
2	Pending	Any numbers are included in reports and cost calculations. The values are not finalized and are subject to change. If the invoice was unapproved, Proliance changes the ACR column to the ACR column that was selected before the invoice was approved. Note: This applies only if BCM integration has been enabled for the workspace.
3	Approved	The invoice values have been approved. The awarding company can release the invoice for payment. Unless you are assigned the "State Read-Only Fields - Invoice" security role, you cannot edit this invoice document.
4	Released for Payment	The invoice has been released for payment and is now closed. You can add, edit or undo payments while in this state. Unless you are assigned the "State Read-Only Fields - Invoice" security role, you cannot edit this invoice document. Note: Proliance will automatically change all Approved invoices to the Released for Payment state if the contract associated with the invoice has the setting Release After Invoice Approved selected. For more information on this setting, see the General Settings section in "Contract - Settings".
5	Pending Acceptance	The receiving company must accept the invoice values. Editing restrictions are in place to ensure that both parties can agree to the same numbers.
6	Pending Approval	The invoice has been accepted by the receiving company and is now awaiting formal approval from the awarding company.
7	Cancelled	The invoice document is stored for future reference. Information from the invoice has no impact on cost reports and calculations. The invoice document does not appear in any lists of workspace documents. Unless you are assigned the "State Read-Only Fields - Invoice" security role, you cannot edit this invoice document.