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Mark as Ready

  1. Ultimo aggiornamento
  2. Salva come PDF
Scoprite come contrassegnare lo stato di una fattura su Pronto per impedirne la modifica in WorldShare Acquisitions.

 Note: Branch-based acquisitions users can only manage invoices and invoice items for a branch where they have the appropriate permissions. See About branch-based acquisitions.

Contrassegnare la fattura come pronta

La modifica dello stato di una fattura in Pronto impedisce di modificarla. Lo stato Pronto viene spesso utilizzato per indicare che la fattura è pronta per essere importata in un sistema finanziario separato utilizzato dalla biblioteca.  

  1. From the left navigation, click Invoices > Invoices.
  2. Search for an open invoice. To find an invoice, see Search and filter invoices or Search and filter invoice items.
  3. From the search results, click the Invoice Number.
  4. Click Mark as Ready at the top of the screen to change the invoice status to Ready.

     Note: If the Total Cash Balance will be over-expended by marking the invoice as Ready, you will receive a warning message including a table that summarizes the over-expenditure and the option to continue or cancel.

  5. (Optional) Click Reopen invoice at the top of the screen to change the invoice status back to Open.