Submit/Next
This button is only displayed when the Require Approvals - Vendor Invoice (approval_process.require.approval.vendor_invoice) is set to "Disabled Approvals". If this property is not set to "Disabled Approvals", then administrators need to be configured in at least one Vendor Invoice approval group in order to submit.
The Submit/Next button will initiate similar functionality and validations that the Save button performs (and more) and then it will leave the user on a new vendor invoice Summary screen as if the user had clicked add vendor invoice. This may be desired if the current user is entering a series of Vendor Invoices. The Legal Entity, Document Date, Post Date, Fiscal period, AP Account and AP Organization fields on the new vendor invoice will all be defaulted to values from the current saved vendor invoice.
Upon success, the status of this vendor invoice will be updated to SUBMITTED (and who and when the submit occurred will be saved to the system).
Roles
This button is only available to users having the Administrator, AP Poster or AP User role.
Validations
While you can save a financial document violating certain rules, you will not be permitted to submit or post the document until they are resolved. If any of the validations fail for any row on the document, the entire document cannot be posted.
- Standard financial document validations:
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- Only System Administrators can post into closed Fiscal Periods / Years
- When posting a recurring document and the document is not the last in the series, the post process will attempt to automatically create the next occurrence into the next fiscal period. The post will be prevented if the next fiscal period does not exist
- Standard financial document validations for Summary level information:
- Legal Entity must be a financial organization
- Legal Entity must still be defined as Legal Entity at time of posting
Standard financial document validations for each Detail row:
- The row's Account must be active
- Transaction Entry must be allowed for the Account
- Document's Post Date must be within the allowed transaction date range for Account
- Account must still be valid for the Organization
- Organization must be active
- Organization must belong to this document's Legal Entity
- Transaction entry must be allowed for Organization
- Document's Post Date must be within the allowed transaction date range for Organization
- Project must be provided if Account requires project
- Project must not be provided if Account does not require project
- Project provided must be active
- Project's Owning Organization must belong to this document's Legal Entity
- Task must be provided if project is defined as "requires tasks for expense reporting"
- Task provided must be active
- When Project provided, Project Type must be provided
- When Project provided, Expense Type must be provided
- Expense Type must be valid for the Account
- Expense Type must be valid for the project
- Item must be valid for the project
- Additional Vendor Invoice specific validations:
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- A Vendor Invoice cannot be posted if the sum of Details does not equal the invoice amount (as recorded in the Vendor Invoice Summary Page-> Invoice Amount field).
- A Vendor Invoice cannot be posted if the Vendor is not valid for the document's Legal Entity.
- AP Account must be active and allow entry on the post date of the document.
- AP Organization must be valid for the AP Account, must be active, and allow entry on the post date of the document.
- Purchasing validations:
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