On projects360 parameter form, under Invoicing tab, a new parameter “Invoice document review” has been introduced to control the reviewing of the invoices. User needs to set the ‘activate invoice document review’ field value to ‘Yes’ in order to use this feature and configure the document type to be used for Invoice document review.
Go to Project management and accounting > Setups > projects360 Parameters > Invoicing Tab.
Invoice proposal workflow
On project management and accounting parameter form, under Invoice tab, user needs to set the ‘Enable processing invoice proposal workflow’ field value to ‘Yes’ and workflow has to be setup for project invoice proposals in order to use this feature.
Go to Project management and accounting > Setups > Project management and accounting parameters> Invoice Tab.
Go to Project management and accounting > Setups > Project management and accounting workflow.
Print destination settings
On the project print management setup form, select a destination to automatically attach the Invoice document to the Invoice proposal for the review. Here user can select any options except for the ‘Screen’ and invoice document review will work. If the user has set this option to ‘Screen’, the message pops during the invoice proposal submission but invoice document review do not get attached/created due to technical limitations. If the option selected is ‘Print archive’, make sure the ‘Save in print archive?’ is set to yes.
Go to Project management and accounting > Setup > Forms > Form setup > General tab > Print management > Select report > Printer setup option.