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When processing 10,000 invoices/month that by the time are imported in to Vista are already approved/ready to pay the Ready/Not Ready process is useless and is doubling our processing time for invoices. For a smaller amount of invoices could see this as beneficial but not for large numbers. Needed is the option to use/not use the Ready/Not Ready flag in the Company Parameters
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| Company | The Fishel Company |
| Job Title / Role | Asst Controller |
| I need it... | Yesterday...Come on already |
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We will not remove the 'Ready/Not Ready' flag due to dependent downstream steps in the AP Unapproved Invoice workflow. However, we are actively looking for ways to reduce/eliminate the problems it is causing for your AP and Project teams.
Ideas include allowing an invoice to be flagged as 'Ready' even if the sum of its lines do not equal its header total (based on AP Co option). The invoice could be reviewed and possibly Approved, but not posted as an open invoice until its lines tie out with its header total
Or, allow 'Not Ready' invoices to be displayed in the Reviewer form, they would be ineligible for Approval, but users given a simple path back to the Entry form for editing and status change.
Let us know if these sound worthwhile and any other ideas you have to improve the AP workflow
Please make this an option to use/not use
Thank you for the idea but the problem we are encountering is we do not want to use the Ready/Not Ready functionality at all. So having the option to not utilize the functionality system wide we get to decide how the AP workflow works. The problem is not that invoices are set to ready but they keep changing back & forth between the two if you try to adjust 1 line of an invoice. We do not care if an item is ready/not ready as by the time an invoice is entered in to Vista it is approved and ready for posting by the same person making any changes.
If you have a database administrator, you could get them to put something like this on an hourly schedule.
This just forces all unapproved invoices to be set to ready. I haven't tested it, but from what I can tell it will fail if the invoice cannot be set to 1 as it does a few checks.
Use it at your own risk, and always remember to backup and test it prior to using it on a live database.
Update APUI
SET InvStatus = 1