When an invoice requires initial acceptance from a buyer (e.g., for a retrofit or blanket order), the buyer will receive an email notification and can action the invoice from either the Tasks menu or the Invoices screen.

Accept/Reject Invoice from Tasks Menu

1. Navigate to Tasks: Go to the Tasks menu in the upper right corner > click the Tasks tab > select Invoices.

2. Action Invoice: The Accept/Reject Invoices screen will populate. Select Accept/Reject on the desired invoice.

3. Confirm: Insert the reason in the Reason field > click Accept, Reject, or Cancel (no submission will occur).

Accept/Reject Invoice from the Invoices Screen

1. Navigate to Invoices: Go to the Marketplace module > select Transactions > click View Invoices.

2. Action Invoice: The Invoices screen will populate. Locate the desired invoice and select Accept/Reject .

3. Confirm: A pop-up box will populate to enter a reason in the Reason box > click Accept or Reject.

Invoice Approval Flow After Acceptance

Once the buyer Accepts the invoice, the following steps occur:

1. Retrofit Requisition Creation: An incomplete requisition is automatically created from the invoice. The user is routed to the requisition/checkout screen.

2. Requisition Completion: The user must enter all required information marked with a red asterisk, including accounting information (if applicable).

3. Submission: Once completed, the requisition is checked out and its state becomes Pending Approval (or "Pending state").

4. Delegated Approval: Delegated Approvers are notified and can access the requisition by going to the Tasks menu > select the Approval tab > click the desired requisition to Approve/Reject.

5. Order Creation: If the requisition is approved, a retrofit order will automatically be created, and the invoice will be matched as per the standard matching process.

Rejection Note: If the invoice is rejected by the buyer at the initial acceptance stage, the buyer will be notified by email, and the invoice state will change to Invoice Rejected.