The Status Type and Value fields display the current state of customer bills at various stages of the buy and sell settlement processes. Default Status Types and Values are automatically assigned when the bill is created.
You can search for bills based on the Status Type and Value using the Status tab on the Bill Manager Search page. Additionally, you can view all status types and values on this tab.
External Status Types and Values associated with the bills are also populated from information created in Power Data.
Bills are assigned the following Status Types:
ALLOCATION_BILL - Indicates if the bill has been allocated or issued.
BILL MODIFIED - Indicates if the bill has been modified by integration. It also indicates if the modification was acknowledged or denied.
BILL_ISSUED - Indicates if the bill has been successfully issued to an accounts receivable system. OTM does not automatically set this status as a result of any action. You must configure an automation agent if you want this status assigned to a bill.
INVOICE GUARANTEED DELIVERY - Guaranteed Delivery is a special type of notification where the receiver sends a response back to the sender indicating whether the received message can or has been processed. (Reserved for future use).
INVOICE MODIFIED - Indicates if the bill has been modified via integration.
PROCESS - If the process status is Hold, the approval actions are prevented from being executed on an invoice.
VAT_CALCULATION - Status of the VAT calculation. Before it is run the status is Not calculated. After calculation, the status is either calculated or failed.
You can customize which statuses are displayed for each user by creating a status type filter and then using Manage User Access to associate the User Access Type of Status Type Filter with a particular user. When you have done so, a small arrow appears near the top of the Status window. Clicking the arrow displays all of the statuses, not just the ones displayed by the filter. Bold statuses are ones that appear in the filter, and regular ones are statuses hidden by the filter.