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Receiving with Acceptance of Invoice

Ngan
  • Updated

When a buyer clicks to Accept/Reject an invoice, they will be presented with a checkbox that allows them to select if they have received the items (This checkbox is only visible when receiving has not yet been completed.). By ticking the box and selecting Accept, the goods will be received along with the acceptance of the invoice. 

autoreceive.png

Note:

  • Your community must have Invoice Approvals enabled for the Send for Approval option to be available. To enable this contact support@unimarket.com or speak with your Account Manager.
  • The invoices can either be routed to the buyer or the requester for initial approval depending on your community invoice settings. For more on invoice settings see Invoice Administration Module.

 

Auto-receiving notification

When the invoice falls outside the configured tolerances set by your community and fails matching, it will go into the Pending Order Acceptance state and the buyer will receive a notification to let them know it is sitting with them to approve or decline the invoice.

pendinginv.png

The buyer can access this invoice via their Tasks menu and once they press Accept/Reject, they will have the option to receive the items along with accepting the invoice. 

autoreceive.png

 

Based on your communities setup, the invoice then gets routed for delegated approval. For more information on the process, see Accepting Invoices.

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