Releasing invoices

If you do not use batches, use this procedure to release invoices for approval. Invoices must have an authority code assigned before you can release them. You cannot pay invoices until they are released. This procedure describes the process for releasing invoices when you do not use batches.

Release invoices

  1. Review unreleased invoices for errors such as invoices out of balance.
    To Use
    Review unreleased invoices for a specific authority code online Invoice Release (AP26.1)
    List unreleased invoices based on parameters you define such as select batches, select authority codes, or just invoices out of balance Batch Edit (AP220)
  2. If you find errors with any of the invoices, use invoice entry forms (AP20.1, AP20.2, AP20.3, AP20.4, AP20.6, or AP20.7) to make corrections.
  3. Release the invoices.
    To Use
    Assign an authority code to and release one or more invoices online Invoice Release (AP26.1)
    Release a group of invoices for a select authority code, create a summary of released invoices and a listing of invoices not released Mass Invoice Release (AP126)

    Invoices are available for payment or payment approval, or are routed to Infor Process Automation for approval. You can no longer inquire on or maintain these invoices in the invoice entry forms.

Related reports and inquiries

To Use
List unpaid, released invoices for a vendor group, pay group, or invoice company to review invoice details, purchase order details, and totals for accuracy Open Payables Report (AP230)
List all released, unreleased, and historical invoices with tax information. The report sorts (in sequential order) by the invoice voucher number, journal book sequence number, or invoice creation date. Incoming Invoice Register (AP235)