Delete Invoice Wizard

Use the Delete Invoice wizard to locate an unpaid invoice or invoice line, display the invoice/invoice line, and remove an entire invoice or selected invoice lines.

You cannot modify invoices using this wizard. Use the Modify Invoice wizard for this purpose.

You cannot delete invoice lines or the entire invoice when the invoice is locked. Unlock the invoice with the Unlock Invoice wizard first, then delete invoice lines or the invoice.

To delete an invoice or invoice lines

In the Invoice Search step, identify the invoice you want to delete. A table of invoices meeting your search criteria appears.

Select an invoice and click Delete Invoice.

View information on the following tabs, and verify this is the invoice you want to delete.

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Invoice Tab

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Invoice Lines Tab

On the Invoice Lines tab, you can select individual invoice lines for removal, or select the Select All check box to remove all invoice lines.

Click Delete Selected Lines.

If you chose to remove all invoice lines, the wizard will prompt you with the message “Remove Invoice and All Line Items?” Click Yes, and the invoice and all invoice lines will be removed. A confirmation message displays the invoice ID and vendor ID for the invoice that was removed. Click No, and return to the Invoice Lines tab.

If you chose to remove selected invoice lines, the wizard will prompt you with the message “Remove Selected Line Items?” Click Yes, and only the selected invoice lines are removed. The wizard displays a confirmation message indicating the number of invoice lines removed. Click No, and return to the Invoice Lines tab.

After removing an invoice and/or invoice lines, click one of the following options.

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Delete Selected Lines after selecting individual invoice lines for removal

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Return to Search to search the list of invoices

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New Search to search a new list of invoices

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Close to exit the Delete Invoice wizard

Important Considerations When Using this Wizard

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If an invoice and/or invoice lines cannot be removed, a “No invoice lines removed” message displays. When you click OK, a dialog box opens and displays information for each invoice line, including line number, title, link, fiscal cycle, and the error reason.

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If Invoice Tax features are configured, and you delete a taxed invoice line that has tax and/or tax rebate invoice lines associated with it, you must manually delete the tax and tax rebate lines from the invoice. The tax and tax rebate lines are not automatically removed when you delete an invoice line that is taxed.

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If the Delete Invoice wizard is configured to display a warning message when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard, the following message displays. “WARNING: The difference between order price and invoice price exceeds the threshold.”

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If the Delete Invoice wizard is configured to display a warning message when the total quantity invoiced is greater than the quantity received on the orderline of the displayed invoice, the following message displays. “WARNING: The quantity invoiced is greater than the quantity received.”

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The wizard properties and/or invoice search window can be configured to display a warning message during an invoice search if the invoice being looked up has invoice line validation amount errors, quantity errors, or both. The warning message window can include multiple warnings, depending on how many invoice lines do not pass validation and for what reason(s). The Display Invoiceline tool is available in the warning message window for you to view a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline tool is available for you to view the orderline.