You can implement a check of the mandatory fields for each workflow step (Verify, Approve, Complete workflow) for an invoice without order reference or an invoice with order reference. For each workflow step, you can specify whether a check should take place for individual actions. If you have activated a mandatory field check, a workflow step can only be completed if the criteria for the mandatory field check have been met.
You can define a mandatory field check for a company under Settings > Capture form > Mandatory field check under various aspects.
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Logic & Workflow: In this section, you can define automatic logical checks, e.g. whether there are discrepancies in gross amounts or whether a date in the future has been specified. The option affects general invoice data in the capture form.
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Header data: In this section, you can define special checks for header fields of the invoice, which your users will find in the Invoice section of the capture form.
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Line item data: In this section, you can define special checks for the line item data that your users can find in the Line item data section of the capture form.
Clarify in advance with the parties involved which mandatory field checks are to be used for an invoice.
Here's how
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Under Control, specify the invoice category for which you want to set up the mandatory field check: Invoice without order reference or Invoice for goods.
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Activate the checks in the Logic & Workflow, Header data and Line item data sections by clicking on the field in the corresponding workflow step. A tick indicates that the check has been activated.
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Click on Save in the ribbon.