Canceling an Invoice - AP Automation - Workday - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

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

If an invoice is posted to Workday, and is sent to either the Awaiting Completion in Workday queue, or the Posting Error queue, you can cancel the invoice if needed.

To cancel an invoice:

  1. Login to the Unity Client.
  2. Select the Workflow icon from the toolbar.
  3. From the Life Cycle pane, select either Awaiting Completion in Workday or Posting Error queue.
    Note:

    These queues are activated only if invoices reside in them.

  4. Select the invoice you want to cancel.
  5. Select the Cancel Invoice option from the ribbon at the top of the screen.

    The Invoice Status is updated to Canceled in both OnBase and Workday, and the invoice is moved to the Awaiting Exit location in the queue.