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If an invoice/credit memo at Task level 2 or greater has errors, the Disburser user or Task Administrator can return the invoice/credit memo to the previous level. The Disburser user clicks the Return a Level button on the My Tasks tab of the invoice/credit memo and reroutes through Workflow.
A Disburser user at the previous level can address the errors and confirm, edit, or re-assign, or reject the invoice/credit memo.
Note: The Return a Level button is hidden for invoices or credit memos assigned to the first task level or with only one task level. Also, the Return a Level button is hidden if the only previous task level is a system Auto Approval or Level Skip or for invoices or credit memos in which the invoice or credit memo has previously been assigned to one task level.
The invoice can be returned a level for any of the following reasons:
· Incorrect approval
· Incorrect accepted dates
· Corrections to distribution
· Additional work for user errors
To return an invoice to previous level:
From the Tasks tab, click the My Tasks sub-tab. A list of invoices assigned to you appear.
Click the View link to open the invoice.
From the My Tasks tab or My Admin Tasks tab, click Return a Level. The Confirm Invoice Return page appears.
Required. Enter information about why the invoice is being returned a level for correction.
Click to return the invoice to the previous level; otherwise, click Cancel. If you clicked Submit, IPP displays a message that the invoice/credit memo was successfully returned to the previous level.