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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Europe Regimes & Connectivity

Export Invoice Management

The
Export Invoice Management
 screen is used for creating and managing invoices. Invoices can either be created within ONESOURCE ATLAS Export or come from an external system, depending on how the system was configured during implementation.
The search bar shows the list of available invoices. The invoice status is located in parentheses to the right of the invoice number. See below for a list of shorthand statuses.
Shorthand statuses
Meaning
P
Processed
V
Void
U
Unprocessed
F
Finalized
H
Hold
The contents of the
Header
 tab are in a form view. Depending on how the system was configured, the fields on this tab may be broken into one or multiple sections, as indicated by a gray bar.
Hiding/Expanding Sections
To hide a section, choose a section to hide and then click its corresponding arrow on the far right.
The fields for that section will now be hidden on the screen. Clicking the arrow a second time will make the fields visible again.
Fields
Fields with an asterisk (*) beside the field name are required fields and cannot be omitted.
Filter Form Fields
Each section will have a
Filter Form Fields
 search box. As you type a value into this textbox, the section will refresh to only show fields matching what was typed.
Show Required Fields
To filter a section to only show the required fields, check the
Show Required Fields
 box. The grid will refresh to only show required fields.
Show Empty Fields
To filter a section to only show the empty fields, check the
Show Empty Fields
 box. The grid will refresh to only show empty fields.

Voiding an Invoice

In some cases, an invoice may contain incorrect data and need to be voided.
To void an invoice, click
Void
.
Clicking
Void
 will open the
Void
 pop-up. Provide a void reason and explanation. Click Submit to save the void information and close the pop-up.
After the invoice is voided, the
Reactivate
 button appears on the screen. Clicking this button will change a “void” invoice into an “unprocessed” invoice. The invoice will then appear as
Unprocessed
 in the
Find Shipment
 drop-down.

Authorizing an Invoice

To authorize an invoice, click
Finalize
. This button only becomes available after an invoice is fully processed. Permissions to use the
Finalize
 button are client-specific and may be adapted to the needs of the business.

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