How do I send an invoice if all next steps options are crossed off?

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  • Updated 7 years ago
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I need to send an invoice for backordered materials and am unsure how to do that when all of the document options are crossed off of my purchase order. Can you please help?
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Posted 7 years ago

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Michael Hicks, Official Rep

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Typically this occurs when, prior to sending, the “Done” checkbox is selected within the data entry form. This is a tool used to prevent a user from sending multiple Invoices, ASNs, etc. against the original order. Take the following steps should another document of the same type need to be created:

1. Locate the source document(s) (typically the Purchase Order)

2. Place a checkmark in the “Status” box

3. Choose “Open” from the “Select an Action” menu

4. Refresh the page and continue working with your document(s)

Note that there are some trading partners that have item restrictions hard coded into the forms to prevent multiple documents from being submitted. Please contact Customer Operations for additional troubleshooting assistance if the steps above did not successfully open your document.