The pre-defined business rules facilitate to validate all incoming invoices. For all the invoices received for collateral remarketing should have an invoice type as PAYMENT RECEIVED.

Following are the pre-defined business rules in the system and every incoming invoice need to satisfy the below rules for auto updating the invoice status as APPROVED. Else, the same is marked FOR APPROVAL / REJECTED.

• Rule 1: Each work order that is part of the invoice should have the status as OPEN and Work Order type as RE SALE. Else, the invoice is updated as REJECTED.
• Rule 2: Validate invoice for the status of ‘Collectible’ in Vendors > Invoice tab > Invoice Details section.

  During invoice processing, if the combination of Service, Work Order Status and State matches with any of the state specific rule defined in Setup > Administration > System > Vendors > Invoice Rules tab, the Collectible check box is selected and invoice is allowed to process the next business rule.

  In case the above combination does not exist in Invoice Rules tab, the Collectible check box is NOT selected and the invoice is still allowed to process the next business rule.

• Rule 3: Validate invoice details based on Estimated and Invoiced amount and update the corresponding status in Invoice Details sections of Vendors screen.
  • If the Invoice Amount is Less than or equal to Estimated amount, the status of Invoice Details is updated to APPROVED.
  • If the Invoice Amount is greater than the Estimated amount, then the invoice details need manual approval and the status of Invoice is updated FOR APPROVAL.
• Rule 4: Validate Invoice Proceed based on the difference between Net and Gross Proceeds to sum of Invoice amount received at invoice details per work order.

  If the difference is zero, Proceed is auto APPROVED. Else, marked FOR APPROVAL.

• Rule 5: Based on the Invoice Details status and Invoice Proceed status, the status of Invoice, Work Order, and Remarketing are auto updated as indicated below:

In the above table, the status is updated based on the below consideration:

• APPROVED - if all the other status are APPROVED.
• REJECTED - if atleast one of the status is REJECTED.
• FOR APPROVAL - if atleast one of the status is FOR APPROVAL and the rest are APPROVED.