Configuring the invoice approval process
As a service provider you can set up an automatic invoice approval / refusal process for your customers, via a status transition on the main order and suborder(s).
The following configuration / field settings are part of the invoice approval process:
• Field definer: create user-defined order statuses for invoice approval. For more information, see Defining order statuses for invoice approval.
• Orders: the Exclude from invoice approval field. For more information, see .
• General terms: the Invoice approval required field. For more information, see General terms - fields.
The invoice approval process and how it impacts the main order and any suborders, depends on the configuration of the above settings. The scenarios on settings and status transitions are shown below:
• If the main order has the Invoice check required status, the value of the Invoice approval required field on the general term linked to the contract line of the (main) order is retrieved. If the value is Yes, the order is set to the Approval required status. If the setting is No, the order is set to the No approval required status.
 | For non-PPM order the following applies: only if all suborders are moved to Invoice check required status, will the main order also be automatically moved to that status, unless a suborder is explicitly set to Exclude from invoice approval. |
• If the main order is set to one of the statuses No approval needed, Approval needed, Approved or Refused, the suborders (that are NOT excluded from the invoice approval process) are also automatically set to these statuses. Therefore, it is not allowed to manually change the suborder's status to any of these statuses.
| | The Approved and Refused statuses can only be applied to the main order. |