Costpoint Online Help

Using the Help Search

Invoice Approvals Tab

Use this tab to create an approval action for invoices under the following conditions:

Previously saved invoices created by the payer using the Create Subcontractor Invoices or Manage Subcontractor Invoices
Created by supplier using this application, either manually created with or without the shipment number, using exported data from Deltek Time & Expense

Contents

Use this group box to display the approval action information for the payer. If the invoice has been approved, the approver name and approval date will be displayed in this group box. Notes that have been entered by the payer can be viewed on the Invoice Approval History subtask.

Field	Description
Approved	If selected, this check box indicates that the invoice has been approved by the payer. When digital signature option is enabled for the PO vendor associated with the invoice, this check box will be disabled.
Approver	This field displays the name of the person who approved the invoice for the payer.
Date/Time	This field displays the date and time when the invoice was internally approved.
Notes	Enter the notes related to the invoice and to facilitate communication between the payer and supplier. The notes will not be visible on the screen after saving the invoice, but it can be viewed on the Invoice Approval History subtask.

Supplier Approval

Use this group box to display the approval action information for the supplier.

Field	Description
Approved	Select this check box to indicate that the invoice has been approved by the supplier. When digital signature option is enabled for the PO vendor associated with the invoice, this check box will be disabled.
Approver	This field displays the name of the person who approved the invoice for the supplier.
Date/Time	This field displays the date and time when the invoice was approved by the supplier.
Notes	Enter the notes related to the invoice and to facilitate communication between the payer and supplier, even after both parties have approved the invoice. The notes will not be visible on the screen after saving the invoice, but it can be viewed on the Invoice Approval History subtask.

Field	Description
Approvals	For supplier-created invoices, if the supplier changes the invoice content, the invoice will have to be re-approved by the supplier and payer. When digital signature option is enabled for the PO vendor associated with the invoice, and once digitally signed by the supplier, changes cannot be made. The supplier will have to unsign it before changes will be allowed.

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Invoice Approvals Tab

Use this tab to create an approval action for invoices under the following conditions:

Previously saved invoices created by the payer using the Create Subcontractor Invoices or Manage Subcontractor Invoices
Created by supplier using this application, either manually created with or without the shipment number, using exported data from Deltek Time & Expense

Contents

Use this group box to display the approval action information for the payer. If the invoice has been approved, the approver name and approval date will be displayed in this group box. Notes that have been entered by the payer can be viewed on the Invoice Approval History subtask.

Field	Description
Approved	If selected, this check box indicates that the invoice has been approved by the payer. When digital signature option is enabled for the PO vendor associated with the invoice, this check box will be disabled.
Approver	This field displays the name of the person who approved the invoice for the payer.
Date/Time	This field displays the date and time when the invoice was internally approved.
Notes	Enter the notes related to the invoice and to facilitate communication between the payer and supplier. The notes will not be visible on the screen after saving the invoice, but it can be viewed on the Invoice Approval History subtask.

Supplier Approval

Use this group box to display the approval action information for the supplier.

Field	Description
Approved	Select this check box to indicate that the invoice has been approved by the supplier. When digital signature option is enabled for the PO vendor associated with the invoice, this check box will be disabled.
Approver	This field displays the name of the person who approved the invoice for the supplier.
Date/Time	This field displays the date and time when the invoice was approved by the supplier.
Notes	Enter the notes related to the invoice and to facilitate communication between the payer and supplier, even after both parties have approved the invoice. The notes will not be visible on the screen after saving the invoice, but it can be viewed on the Invoice Approval History subtask.

Field	Description
Approvals	For supplier-created invoices, if the supplier changes the invoice content, the invoice will have to be re-approved by the supplier and payer. When digital signature option is enabled for the PO vendor associated with the invoice, and once digitally signed by the supplier, changes cannot be made. The supplier will have to unsign it before changes will be allowed.