Enhancement to Task and Alert rules using Invoice Status criteria.
Currently we have several task and alerts that look for invoices with "A" status. For example, to prevent saving if an invoice is set with "Actual" status and tagged to a dummy vendor/customer/broker. This works only at Voyage save, but not at saving of the individual invoice - especially for Misc/Rev expenses. Which results in users bypassing these alert checks and creating issues for our finance dept. Enhancement would be to fix the task and alert to work at invoice save, not only voyage save.
Comments: 1
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12 Nov, '21
Liu JiaweiThis suggestion is great! In fact we would like a task & alert to be applicable to invoice level too, instead of just at voyage level. This will enable more checks and balances around creation of invoices and will save our OPC and Finance a great deal of time from having to correct it retrospectively.