Bulk Customer/Agent Invoice Actions

Bulk Customer/Agent Invoice Actions

Bulk Customer/Agent Invoice Actions


Invoice Mass Actions

In this article we will be providing a general overview of the Invoice Mass Actions tool.
To see the Mass Invoice Actions page, go to Finance > Operational Task > Bulk Supplier Invoice Actions Invoices, the Customer or Agent (RTCI) Invoice Mass Actions page will display as shown below.

                                                                  
Both of these pages operate in the same manner; one is for customer invoices and the other for agent invoices.
This page requires the Finance Module

General Overview

1. Click on the check boxes next to the invoices, you will notice that there are two options that appear in the top right-hand corner of your table i.e., Lock with Final Approval and Draft Approval as shown below.

                                                                        
2. Now, click on any of them Lock with Final Approval and Draft Approval, then only you can perform a bulk action against the invoices.
3. These two settings will let you do either bulk approve and lock all selected invoices or bulk draft approve all selected invoices. 
4. By default, you will likely have the below status column which indicates what stage an invoice is currently in as shown below.

                                          

5. This column can be handy to identify any closed invoices that need approving and locking in bulk or any that you want to approve a draft version of.
6. If this status column is not in your grid, you can add it via the column selector icon located top-left as shown below.

                                                                                                      

Invoices appearing highlighted in Red will have pricing issues associated with these and should be reviewed prior to performing bulk actions.
Invoices appearing highlighted in Orange are those that have consignments requiring approval for Additional Services and should be reviewed prior to performing bulk actions.
Please also note that you can double click and enter into these invoices as you normally would in the invoice search screen.
7. If you want to see the detail of the invoice, then double click on any of the invoice the detail of that invoice will display on screen as shown below.

                              

8. If needed, you can add/remove any consignment from the invoice by clicking on the Manual Add/Import and Remove on Consignment deatil section as shown above.

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