If a user with the Create Invoices or Create Buyer Invoices role cannot see the option to Invoice Order from the relevant order screen, the issue is likely related to the order's status, the supplier's state, or a mismatch in Buyer Group assignments.
Troubleshooting Step 1: Check the Order State
The order must be in the Open state to be invoiced.
Action: Locate the Purchase Order (PO) and check its Order State.
Result: Orders that are Closed cannot be invoiced. If the state is Closed, the Invoice Order button will not appear on the order screen.
Troubleshooting Step 2: Check the Supplier State
The supplier must be in the Connected state to allow invoicing.
Action: Go to the
Administrationmodule > Suppliers. Key in the supplier name and check the State of the supplier.Result: If the supplier is Disconnected, the Invoice Order option will not appear on the order.
Troubleshooting Step 3 & 4: Review Buyer Group Alignment
Both the supplier and the user must be assigned to matching Buyer Groups for the invoicing option to appear.
| Entity | Check Location | Action |
|---|---|---|
| Supplier Buyer Group(s) | Administration module > Suppliers > search the supplier > click supplier's name > Settings tab | View the Buyer Groups assigned to the supplier. |
| End User Buyer Group(s) | Administration module > Users > search for the end user > click Edit | Review the end user's Buyer Group(s) to ensure they align with the supplier's Buyer Group(s). |
Result: If the end user does not have the same Buyer Group as the supplier, the Invoice Order option will not appear. A Community Administrator must update either the user's or the supplier's Buyer Group.