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 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 > Suppliers > Key in the supplier name > 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. |