To Approve Invoices, Debit Memos, and Credit Memos

You approve AR invoices, credit memos, and debit memos on the Invoices and Memos (AR301000) form.

To Approve an AR Document

1. Open the Invoices and Memos (AR301000) form.
2. In the Reference Nbr. box, select the number of the document that should be approved.
3. On the form toolbar, click Approve.

   The system changes the status of the document from Pending Approval to one of the following statuses: Pending Print, Pending Email, or Balanced depending on the settings specified on the Accounts Receivable Preferences (AR101000) form. If parallel or multistage approvals have been configured and other approvals are required for this document, its status remains Pending Approval.

4. Optional: If entry of an approval reason has been set up and the system opens the Enter Reason dialog box, enter a reason and click OK.

   The Approvals tab shows the settings of the document reviews for approval: the user ID and name of the approver, the approval date, the status, and the approval reason, if it was entered.