Authorize Supplier Invoice—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own company and with your own supplier to maintain your data integrity. If you work with any other objects, your exercises will not function as intended and the data of other students might be affected. Predictable exercise results require that your data be isolated in your own company.

Required Data

Enter and Post a Supplier Invoice

Purpose: The purpose of this exercise is to enter and post an invoice that is to be authorized in the exercise below.

Windows:
Manual Supplier Invoice

  1. Open the Manual Supplier Invoice window.
  2. Register an invoice and post the expenses.
  3. Save the information.

Arrival Entry Supplier Invoice

Post Supplier Invoice

Main Exercises


Supplier Invoice Authorization

Purpose: The purpose of this exercise is to authorize supplier invoices/installments for payment. Authorization may be performed in different ways, depending on how the parameters are set for the company and the supplier. If the authorization is not automatically set when the invoice posting is made at preliminary or final posting, it may be performed in the Authorize Invoices for payment window or in the Supplier Invoice Installment Plan and Discounts dialog box by right-clicking and then clicking in Manual Supplier Invoice. The Authorize Invoices for payment window is useful when you want to authorize several invoices/installments at the same time. Note: Your user ID must be connected to an authorizer. This authorizer ID must have been used on the invoices/installments you entered above.

Windows:
Authorize Invoices for payment

  1. Open the Authorize Invoices for payment window.
  2. Query for your supplier (F3).
  3. All the invoices/installments belonging to your selected supplier will be displayed. The Authorized check box indicates whether the invoice/installment is authorized for payment.
  4. Click the Authorized check box for the invoice(s)/installment(s) you want to authorize.
  5. Save the information (F12).


Remove Authorization

Purpose: The purpose of this exercise is to remove the authorization for payment on the supplier invoice/installment that was authorized in the exercise above. This action may also be performed in both the Authorize Invoices for payment window or in the Supplier Invoice Installment Plan and Discounts dialog box by right-clicking and then clicking in Manual Supplier Invoice. 

Windows:
Authorize Invoices for payment

  1. Open the Authorize Invoices for payment window.
  2. Query for your invoice/installments (F3).
  3. Clear the Authorized check box for the invoice(s)/installment(s) you want to remove the authorization from.
  4. Save the information (F12).