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This text refers to program version 8.1  

Operations Menu - Purchase Invoice - Cancel Approval Request

This page describes the 'Cancel Approval Request' function on the Operations menu in the Purchase Invoice record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If a Purchase Invoice needs to go through an approval process before you can mark it as OK (or before you can tick the Prel. Booking box)and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), you will no longer be able to modify the Invoice. So, if you realise the Purchase Invoice contains an error, you must cancel the approval process before you can correct the error. To do this, open the Purchase Invoice and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Purchase Invoice and then restart the approval process by once again choosing 'Request Approval'.

If you cannot cancel the approval process, the probable reasons are:

• The Approval Status of the Invoice (visible on the 'Inv. Address' card) is not Pending.
  

• You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
  

• You cannot cancel the approval process if at least one Approval Person has approved the Purchase Invoice.

Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Purchase Invoice window for brief details of the approval process and here for full details.

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The Purchase Invoice register in Standard ERP:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Examples
  

• Preliminary Booking
  

• Inspecting Purchase Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Purchase Invoices
  

• Error Messages
  

• Printing Purchase Invoices
  

• Accruals in the Purchase Ledger
  

• Cash Notes in the Purchase Ledger
  

• Crediting Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Invoice Status
    

  • Balance
    

  • Add Retention
    

  • Add Withholding Tax
    

  • Open E-Purchase Invoice pdf
    

  • Open NL Transaction
    

  • Open Preliminary NL Trans.
    

  • Connect to Prepayment
    

  • Not Reconciled POs
    

  • Item Search
    

  • Open Tax Matrix
    

  • Print Cash IN-OUT
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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