Removing an Invoice from Workflow - AP Automation - SAP - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - SAP

Platform
OnBase
Product
AP Automation - SAP
Release
Foundation 22.1
License
Standard
Essential
Premier

You can remove an invoice from the SAP life cycle if you want to end Workflow processing of the invoice. Removing an invoice from the life cycle does not delete the invoice image document or related WorkView object from the database.

Removing an invoice from Workflow is performed through the Exit ad hoc task. In a typical solution, this ad hoc task is available if the invoice is one of the following queues:

  • Posting Exception

  • Awaiting Completion in ERP

  • Export Errors

  • Awaiting Exit

To remove an invoice from the SAP life cycle:

  1. In the Workflow layout in the Unity Client, expand the SAP life cycle in the Life Cycles pane. In a typical solution, this is named SAP Document Lifecycle.
  2. Select the queue that contains the invoice you want to remove.
  3. In the Inbox pane, select the invoice you want to remove.
  4. Select the Exit Life Cycle ad hoc task in the ribbon. The invoice is removed from the SAP life cycle.