AP Automation sends a message to the ERP package and then waits for confirmation that the message has arrived and been processed. Such a message is, for example, the registration, posting, reversal or release for payment of an invoice.
Why does an invoice keep waiting?
If something goes wrong between sending the message and receiving the confirmation, the invoice stays in an automatic step:
- Register invoice
- Post invoice
- Reverse invoice
- Release
These steps do not appear in overviews such as My activities. The Invoices waiting for ERP report does show them.
Opening the overview
- Click the gear icon at the top right of the screen.
- Choose Reports.
- Choose Invoices waiting for ERP.
❗ Note: can't see the report? The application administrator makes it visible by adding the permission invoice:can_generate_invoice_waiting_for_erp_report to your permission group.
What do you do with a waiting invoice?
First check in the ERP package whether the action that belongs to the invoice's step has already been carried out there.
| Situation in the ERP package | What you do |
|---|---|
| The action has not been carried out yet | Resend the invoice to the ERP package. See Resending invoices to ERP. |
| The action has already been carried out | Raise a ticket. The Helpdesk gives the invoice the correct status. |
More information
Does an invoice get an error message from the ERP package? See ERP Error Messages.