Invoice Tab Policies

User Policies Setup - Invoice Tab

Make the following menu selections to display this tab:

eFinancials (or ePO)—Setup—Global Setup—Policies—User Policies—Invoice tab

Use this tab to set up and manage invoice-related user policies.

Fields

Allow Invoices without PO

This policy defaults as unchecked. Check this box to allow the selected user to add invoices without a purchase order. This policy overrides any Global or Vendor policy settings that require a purchase order for all invoices.

Invoice can exceed PO by

Enter the dollar amount by which the invoice can exceed the purchase order amount.

If you leave this field blank then the invoice can exceed the purchase order by any amount. If you enter 0.00 then the invoice cannot exceed the purchase order at all.

This policy does not appear if the user has the permission in the System Module to Create additional PO line items under Invoice Entry eFinancials / ePO.

How much can invoice exceed PO? %

Enter the percentage amount by which the invoice can exceed the purchase order amount.

If you leave this field blank then the invoice can exceed the purchase order by any percentage. If you enter 0% then the invoice cannot exceed the purchase order at all.

That this policy does not appear if the user has the permission in the System Module to Create additional PO line items under Invoice Entry eFinancials / ePO.

Unit cost can vary from PO line item by

Enter the dollar amount by which a purchase order line item can vary.

Buttons

Cancel

Select this button when you want to stop without saving changes.

Save

Select this button to save changes.