Edit or Cancel Invoice Proposal
- Andrea Jaroslawski |
- 16 steps |
- 51 seconds
Workday
Workday
- You can find Invoice Proposals by navigating to the **Customer Invoice Proposal Workspace** or by accessing **Financials > Customer Invoices** tab on the project record
- In order to edit or cancel, you must navigate to the Invoice Proposal (CINV) record
Edit an Invoice Proposal
1
- On the Invoice Proposal record, click [[...]]
2
- Hover over [[Customer Invoice Proposal]]
- Click [[Edit]]
3
- On the [[Invoice Header]] tab, you can edit the following fields
- Invoice Date
- Invoice Type
- Bill-To Address / Contact
- PO Number
- Invoice Memo
4
- The [[Invoice Lines]] tab simply displays the invoice lines, no edit features
5
- The [[Project Transactions]] tab has editing features similar to Manage Project Billing Transactions, with the exception of **Project Transfer**
To send a transaction line back to MPBT, select the transaction and change the status to Awaiting Review, On Hold, or Do Not Bill.
6
- Click [[Submit]] if all changes are complete and the invoice proposal is ready for PM review/approval
**OR**
- Click [[Save and Refresh]] to save current changes and continue editing at a later time
Cancel Single Invoice Proposal
- Once an invoice proposal is canceled, it cannot be undone
- There will be no record of the canceled invoice proposal
7
- On the Invoice Proposal record, click [[...]]
8
- Hover over [[Customer Invoice Proposal]]
- Click [[Cancel]]
9
- Click [[OK]]
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- The Invoice Proposal will display a [[Canceled]] status
- All transactions are released to MPBT module
Cancel Multiple Invoice Proposals
11
- Navigate to the [[Customer Invoice Proposal Workspace]]
- Select Invoice Proposals you wish to cancel
12
- Navigate to the Customer [[Invoice Proposal Workspace]]
- Select Invoice Proposals you wish to cancel
13
- Click [[...]] at the bottom of the page
14
- Click [[Cancel Proposal]]
