Submit Your Suggestions for Jobpac

Damien has kindly showed me how to action the dleted pending invoice. You insert an asterisk "*" in the A column. There is no right click. However this still still appears in the "New AP Enquiry List" after actioning. My suggestion was just to leave the button unticked, not to remove it. Non AP staff looking at this, will not want to see deleted pending invoices.

Assuming you are using the eInvoicing process in Jobpac, (ie the process
where you prepare Invoices for approval) when you delete an invoice you can
give the deletion a Reason Code. This moves the Invoice into an area
called *Retrieve
Deleted Pending Invoices*. This allows a user with responsibility over
their Authorising Job/location "inbox" of invoices to remove (delete)
invoices that do not belong in their inbox.
eg "This is not my invoice it should be on Bob's Job" or "This invoice has
been entered to the wrong creditor can you fix please"
It would be a normal process for someone in accounts to review the *Retrieve
Deleted Pending Invoices* program on a daily basis and then action the
deleted invoices, based on the reason codes, in one of 3 ways.... either...

1. Change the Authorising Job/Location and the Retrieve it to the
correct inbox.
2. Edit the details on the Invoice and Retrieve.
3. Or, Permanently delete it by Right click and "Action", after which
point the Invoice number can be reused.

Note: even if a Deleted invoice is Actioned, it will never actually be
physically deleted from the system, for full audit history, and if desired,
or Actioned by accident, could be brought back to life, if the invoice
number hadn't already been resused.

cheers
Andrew

*Andrew Tucker | **Sr Product Manager APAC*

*Trimble Viewpoint*

*D:* +61 2 9492 4100 | *C:* +61 416 209 722

Web | LinkedIn
| Twitter

Hi Andrew

Thanks for this. I am a bit confused though. If an invoice was duplicated and you actually want it deleted for good, how do you action this to be deleted for good and not show up again?

Regards
Susan

Susan Jacobsohn
Senior Cost Accountant

D: +64 9 443 9833
M: +64 21 852 038
[ http://www.thermosash.co.nz/ | www.thermosash.co.nz ]

41 Poland Road, Wairau Valley,
Auckland 0627, New Zealand
PO Box 100-340, North Shore,
Auckland 0745, New Zealand
P: +64 9 444 4944
F: +64 9 444 4886

Hi Susan,

Deleted Invoices in this sense have not been physically deleted or actioned. In fact they are still treated as pending until Actioned. A Deleted Invoice if not Actioned can be retrieved to a different authorising Job or Location and will be checked against in duplicate invoice number checking routines. A Deleted Invoice that IS Actioned should not be included in this enquiry. This means that the Deleted invoices filter is important to show pending invoices in the system that should at some stage be retrieved and processed.

cheers

Andrew