The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
It is possible to reject an invoice from AP Automation. This function must be used very carefully, as rejecting an invoice is irreversible. For example, rejection may be necessary if an invoice has been scanned incorrectly or twice. When it concerns a document that is not an invoice but actually an attachment, it can be processed as an attachment and therefore does not have to be rejected. Please see Processing as attachment for more information.
The correct permission is required to reject an invoice. By default, this permission is granted to the Application Owner role. An invoice can be rejected without having to claim it first.
Reject or Delete invoice in step*
In the invoice details it is possible to reject or delete the invoice by placing the invoice in the correct step* and then clicking on 'Process'. Please note, this action only applies when it has been set up in the workflow. It is also possible that actions are still carried out in the workflow after the invoice has been processed, such as adjusting or reversing the booking in the ERP.
Reject invoice in invoice actions
Rejecting the invoice is also possible by clicking on 'Reject document' via the invoice actions with the icon.
To reject the invoice it is mandatory to add a comment. Please note that manual actions may still need to be performed in the ERP after rejecting the invoice in AP Automation.
The rejected invoice can still be found in the invoice overview under Rejected invoices and All invoices.
Rejected invoices will also appear on the Compliance Report. The Compliance Report shows all invoices where intervention has been made by the Application Owner.
If a document number has already been created in the ERP package for this invoice, it will have to be manually offset or deleted in the ERP package.
*The names and activities in which the choice 'Delete' can be made may differ per setup.