Invoice Option Grayed out on Next Steps Screen

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  • Updated 5 years ago
  • Solved
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invoice option is grayed out on the "next Steps" screen for PO 001400708473. I tried clearing the cache, but that did not work. I was able to invoice another PO 006400708480 which was created at the same time.
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Stewart Hiester

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Posted 5 years ago

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Hannah, Alum

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Good morning Stewart!

The reason you are unable to Invoice PO 001400708473 is because it is still in a "New" status. Until you open & close the PO or mark it as "read" using the Select an Action menu, you will not have access to the document under Next Steps. You will know a PO is still in a "New" status when it is bolded and has an envelope icon in your Inbox:



Please let me know if you have any questions. Have a great day!
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Stewart Hiester

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Thanks... Don't recall having to "read" a PO before creating an invoice (all of our PO's are for the same thing, a pallet of granola, so I typically don't need to read them).

whatever, your suggestion worked great. thanks!
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Hannah, Alum

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You're welcome! If you find that you receive lots of similar POs and don't need to open each one, I'd just recommend checking multiple off at a time and clicking "Mark Read" from Select an Action. Saves you the time of having to open & close. Thanks Stewart!

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