Authorize Invoices for Payment

Explanation

This  activity is used to authorize invoices for payment. This is done after the invoices had been entered. An invoice can be authorized in either the Authorize Invoices for Payment or the Manual Supplier Invoice window.

If the Supplier Invoice Authorization only by separate function check box in Enterprise/Company/Invoice is selected, authorization can only be made through a separate step in the Authorize Invoices for Payment  window. 

For invoices wherein the payment is divided into several partial payment occasions, each planned payment must be authorized individually. In such cases, the Payment Plan Exists check box in the Authorize Invoices for Payment  window will be selected, and each planned payment is displayed on a separate line. 

The Invoice will be automatically authorized for payment once the invoice status is set to Posted if At Final Posting or When Posted is selected for the Automatic Payment Authorization field in the Enterprise/Supplier/Invoice tab.

Prerequisites

In order to perform this activity supplier invoices with the Posted status should exist.

System Effects

As a result of this activity, the status of the invoices authorized for payment will change to PostedAuth and it will be possible to make payments to these invoices. 

Window

Manual Supplier Invoice
Authorize Invoices for Payment

Related Window Descriptions

Manual Supplier Invoice
Authorize Invoices for Payment

Procedure

To authorize payment plan using the Manual Supplier Invoice window:

  1. Query or populate to find the supplier invoices to be authorized.
  2. Right-click and then click Installment Plan and Discounts. Select the Authorized check box for the invoices and any partial payments to be approved.
  3. Save the information.
     

To authorize payment plan using automatic payment authorization in Manual Supplier Invoice window:

  1. Query or populate the supplier invoices to be authorized.
  2. The default setting for automatic payment authorization will be shown. This is the value set in  Enterprise/Supplier/Invoice tab. You can change this default value by selecting any other value from the list. i.e. At Final Posting, When Posted or No from the Automatic Payment Authorization list.
  3. Then depending on the posted invoice status i.e. Preliminary or Finally, the invoice will be automatically authorized for payment.

To authorize payment plan using the Authorize Invoices for Payment window:

  1. Query for your supplier.
  2. All the invoices belonging to your selected supplier will be displayed. The Authorized check box indicates whether the invoice is authorized for payment.
  3. Select the Authorized check box for the invoices you want to authorize. You can also remove authorization of invoices in this window.
  4. Save the information.