Agent Type 74 - Notification: Open Invoices (Under Preparation or For Approval)
Use Agent Type 74 - Notification: Open Invoices (Under Preparation or For Approval) to send notifications that contain a list of all jobs that have invoices that are under preparation or awaiting approval to Project Managers. WorkBook sends the notification to the Project Managers' Workbook inboxes. The notification provides the invoice number, amount, approvers, and status.
Prerequisites
This agent requires Notification: Open Sales Invoices Under Preparation or For Approval to be enabled at the following location: .
Columns
The notification grid includes the following columns:
| Field | Description |
|---|---|
| Job Number | The job number of the job that is associated with the invoice. |
| Job Name | The name of the job that is associated with the invoice. |
| Approval Status | The current status of the invoice, where Status10 is
Under Preparation and Status-20 is
For Approval.
Note: After an invoice is approved internally, WorkBook removes it from the list.
|
| Invoice No. | The invoice number of the invoice that requires further action. |
| Currency | The currency used in the invoice. |
| Invoice Amount | The total invoice amount. |
| Approvers | The invoice's approvers and the individual approval statuses, where a green check mark beside the approver's user icon indicates that the approver has approved the invoice. |