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    Delete invoices in status Ready to be paid

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    • Article Type: Q&A
    • Product: Alma

    Question

    Could you please confirm if it should be possible to delete invoices in status Ready to be paid?

    Answer

    No, this is not possible. An invoice can only be deleted in status InReview. An invoice sent to ERP can be sent back to Review and then deleted.
    With the March 2014 Release, support has been added for processing invoices without sending them to an ERP: see p. 24 in the release notes "Support Invoicing Workflow for Non-ERP Institutions".
    Before the March 2014 Release, it was necessary to setup a dummy ERP intgration profile to move invoices forward from status Ready to be Paid on to Waiting for Payment (in case you have parameter "handle_invoice_payment" set to true) and after registering the payment to status Closed.
    Now, when you set the new parameter "invoice_skip_erp" to true, the invoice workflow will skip the step of Ready to be Paid and move directly to a status of Waiting for Payment or Closed.
    Once the invoice is closed, you can choose Actions / Set Back to Review and then delete from there.

    Category: Acquisitions - Alma

    Subject: invoicing - Alma


    • Article last edited: 8/6/2014
    View article in the Exlibris Knowledge Center
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    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Alma
    2. Tags
      1. Acquisitions - Alma
      2. contype:kba
      3. invoicing - Alma
      4. Resource Management - Alma
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