The Problem Invoice Workbenches assign query codes to invoices based on a series of tests, in the following order:
Test | Query type | Query type code |
1. Is the invoice on the register? | Registered | Regstr |
2. Has the invoice been provisionally costed? | Provisionally Costed | ProvC |
3. Are there any uncleared missing tickets on the invoice? | Uncleared Missing Ticket | UnclMT |
4. Are there any lines on the invoice with a quantity greater than the expected quantity, and has the invoice NOT been approved by site? | Delivery Query | DelQty |
5. Does the invoiced price on any of these lines exceed the order price, and has the invoice NOT been approved by buying? | Price Query | Price |
6. Is the invoice on commercial hold? | Commercial Hold | ComHld |
7. Is the invoice on financial hold (if you are using financial hold codes)? | Financial Hold | FinHld |
8. Has the invoice been part paid? | Partly Paid | PartPd |
If the invoice fails a test, it remains at that query type until the query has been dealt with. If the invoice passes a test, Coins ERP+ applies the next test in the list. If the invoice passes all the tests, it is ready to be paid, and will not appear on the workbenches.
If you are filtering the list using the simple filter, you need to enter the query type code.