Convert invoice type
Convert an invoice type between PO and Non-PO to correctly classify an invoice based on updated information from buyers or suppliers.
Before you begin
Role required: Account Payable Specialist
Procedure
Navigate to All > Source-to-Pay Workspace > Accounts Payable Workspace.
Select the list icon (
List icon\).
Navigate to Lists > My work > My open invoice processing cases and open an invoice processing case.
An alternate way is by navigating to Lists > Primary Data > >Invoices > Open invoice.
Note: Type conversion is supported only for invoices from Draft state to No exceptions found state. You cannot convert invoice type once it is submitted for approval.
Select View invoice processing case.
Select More Actions
more actions>**Change invoice type**.
You can choose to convert invoice types to:
Change invoice type
- PO to Non-PO invoice and vice versa
- Credit memo invoice to PO invoice, Non-PO invoice and vice versa
A message appears asking for your confirmation.
Select Change invoice type.
Select Save.
The status of the invoice changes to Draft. The invoice is reprocessed and re-validated.
Result
The status of the invoice changes to Draft. The invoice is reprocessed and re-validated.
Parent Topic:Accounts Payable Specialist manual tasks
Related topics
View the invoice processing case associated with an invoice
Review an invoice in Document Intelligence
Enter the missing required invoice information and submit an invoice
Confirm whether an invoice is a duplicate
Reset an invoice to the Received status
Check for invoice exceptions on a single invoice
Start the processing for an invoice imported via integration with third-party applications