Unlock Invoice Wizard

Use the Unlock Invoice wizard to unlock an invoice, thereby setting the invoice date locked to NEVER. Once an invoice is unlocked, the invoice and invoice line fields can be edited, and additional lines can be added to the invoice. Administrators can control who can unlock invoices by controlling access to this wizard.

You can search invoices by invoice ID, check number, vendor ID, vendor name, customer number, order ID, call number, item ID, title control number, and by using catalog searches, such as title and author.

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

To unlock an invoice

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

Select an invoice, and click Unlock Invoice. If you selected an invoice that is not locked, the “This invoice is not locked” alert will display.

If the selected invoice is locked, the Invoice Tab and Invoice Lines Tab display. Review the information on these tabs as needed.

Click Unlock Invoice, and a confirmation dialog opens.

Do one of the following.

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Click Yes to unlock the invoice. The “This invoice is locked” alert no longer displays.

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Click No to keep the invoice locked.

After unlocking an invoice, you can click one of the following options.

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Return to Search to search another invoice from the list

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New Search to search a new list of invoices

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Close to exit the Unlock Invoice wizard

To re-lock an invoice, use the Lock Invoice helper in the Modify Invoice or Add Invoice Lines wizards.

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 and the Modify Invoiceline tool are available in the warning message window for you to view and edit a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline tool and Modify Orderline tool are available for you to view and edit the orderline.