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Modify Header Fields

If the Header fields for an invoice are incorrect, the only recourse during the Coding activity and the Approval activity is to reject the document with sufficient information in the comments window to explain the problem. This is because the Header fields are read-only in these activities.

Once an invoice is opened in the Exception activity, it is possible to edit the Header fields by following these steps:

  1. Open an Exception activity document.
  2. View the Status and History to understand why the document is in the Exception activity.
  3. Click on the Header tab.

    The Header tab is displayed.

  4. Review the information on the Header tab and compare it with the image.
  5. Make the necessary changes to the Header tab.
  6. Once all issues are resolved, click Submit.

    The Resolution Complete window is displayed.

  7. Enter the details about the changed you made in the Comments field.
  8. Click OK and Submit.

    The document it routed to the next step in the process and you are returned to the work queue.

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