If a user with the Create Invoices or Buyer Create Invoices role, does not see the option to Invoice Order from the relevant order screen. The steps below may assist a Community Administrator with troubleshooting.
Troubleshooting Step #1:
Check to make sure the Order State is Open. Orders that are closed cannot be invoiced.
| Note: If the Order State is Closed, the end user will not see the Invoice Order button on the upper right corner, to submit an Invoice. |
Troubleshooting Step #2:
Review the suppliers State > go to the Administration module > click Suppliers > in the Search Suppliers field, key in the supplier name > select the magnify glass to search > check the State of the supplier.
If the supplier is Disconnected, the Invoice Order icon will not appear on the order.
| Note: You may have more than one supplier with a similar name. So you may need to look at suppliers in the Connected and Disconnected state. |
Troubleshooting Step #3:
Review the Buyer Group(s) assigned to the supplier, by going to the Administration module > Suppliers > search the supplier that the order is with > click the supplier's name > select the Settings tab > view the Buyer Groups assigned to supplier.
Troubleshooting Step #4:
Ensure the end user's assigned buyer group matches the supplier's buyer group.
You can review this by going to the Administration module > Users > use the search bar to locate the end user > click Edit.
Review the end user's buyer group to ensure it aligns with the supplier's buyer groups.
| Note: If the end user does not have the same buyer group as the supplier, the Invoice Order icon will not appear. A Community Administrator will need to review and decide if the end user's buyer group or the supplier's buyer group needs to be updated. |