Rerouting an invoice

If an invoice is connected to the wrong invoice profile, you can reroute it to the correct invoice profile. The invoice will be processed again using the invoice profile that you specify.  

Or, if the document is not an invoice at all, you can send it back to Inspect to be reclassified.

Note: When you use this procedure, the invoice is removed from the invoice list because it is sent back for reprocessing in the Extract or Inspect activity. (If you need to know exactly what happens to a rerouted invoice, see Document instances and statuses in an invoice solution.)

Use this procedure

1. Display the Reroute invoice dialog:

   • Using the Invoice Manager module, right-click an invoice in the Invoices dialog and select Reroute.

   • Using the Invoice Verify module, click Reroute (Verify toolbar).

2. If the document is not an invoice, select This is not an invoice.

   Otherwise, select the correct invoice profile. (This is what reroutes the invoice. The Keep batch together setting in the Batch specification editor affects which invoice profiles are available. How?)

   • If the batch is intact (which it is if Keep batch together is selected), you can choose from among the invoice profiles that are included in the batch specification.

   • If the invoice is no longer connected to the batch that it entered the system with (Keep batch together is not selected), you can choose any invoice profile in the solution.

   • If you select two or more invoices, only the invoice profiles that are common to both of them are available for selection.

3. If possible, select the correct buyer, as well.

4. Click OK.