Invoice Settings centralize the finance configuration displayed for the available business entities. Finance officers, accountants, account managers, and project managers use this page when they need to review or maintain invoice-related settings before processing finance work.
Use the company tabs to work in the appropriate entity context. Review the current selection and filters carefully before saving changes.
Settings
Open Configurations > Finance Settings > Invoice Settings to access the configuration record.
The page provides the following settings and supporting controls:
Setting or control
Use
SalesProcessApproval
Review or maintain the setting labelled SalesProcessApproval.
Selected items
Displays the items currently selected on the page.
Filter by user
Use this filter to limit the displayed information by user.
Filter by field
Use this filter to limit the displayed information by field.
files[]
Displays files associated with the configuration record.
Attach
Attach a file to the configuration record when supporting documentation is required.
logHistory
Open the available history action when you need to review recorded history.
Update icon (icn icn-update)
Use the available update action when required by your operating procedure.
Tickets
Open the available ticket action when follow-up is required.
Ok
Confirm the current dialog or action when this button is displayed.
Save
Save changes and remain on the Invoice Settings page.
Save and Close
Save changes and close the current page.
Note: The page does not display field help text or value options for SalesProcessApproval. Confirm the required value with your finance policy before changing this setting.
Before editing, select the correct company tab. A setting saved under one company tab should be reviewed separately in the other company contexts.
Workflow
Open Configurations > Finance Settings > Invoice Settings. Confirm that you are working on the required invoice-settings record before making changes.
Decide which company context requires review. Select the relevant company tab, starting with Shotec S.A.E or Shotec Gulf as appropriate. Continue to the other available tabs when the same review is required across all entities.
The tabs provide separate stages of the Invoice Settings page. No control is listed for transferring a record from one tab to another; use each tab to review its displayed settings independently.
Decide whether you need to narrow the information shown before editing:
Use Filter by user when you need to focus on information associated with a particular user.
Use Filter by field when you need to focus on a particular field.
Review Selected items after applying filters to confirm the current selection.
Review or update SalesProcessApproval only when you have confirmed the intended finance process. If supporting evidence is needed, select Attach and add the relevant file to files[].
Warning: Do not save a change until you have checked the active company tab and the current selection. The screen provides separate company contexts, and no transfer action is available to correct a change by moving it between tabs.
Decide how to finish the update:
Select Save when you need to keep the page open for further review, filtering, attachments, or updates in another tab.
Select Save and Close when the current review is complete and no further work is required.
If you need to review supporting activity after saving, use logHistory. If your process requires an issue or follow-up record, use Tickets. Confirm any displayed dialog with Ok.
Shotec S.A.E
The Shotec S.A.E tab contains the Invoice Settings context for Shotec S.A.E. Use this stage to review the displayed SalesProcessApproval setting, apply Filter by user or Filter by field where needed, and verify Selected items before saving.
The available screen information does not identify a control that moves settings records into or out of this tab. Save changes within this company context using Save or Save and Close.
Shotec Gulf
The Shotec Gulf tab contains the Invoice Settings context for Shotec Gulf. Use it to review the current selection, maintain SalesProcessApproval, and attach supporting files through Attach when required.
No listed action transfers records between this tab and another company tab. Use Save to retain the current page for continued work, or Save and Close after completing the Shotec Gulf review.
The Cronitec tab provides the Invoice Settings context for Cronitec. Review Selected items and the filter criteria before changing any displayed setting. Use files[] to confirm that supporting files are present when documentation is required.
No record-movement control is listed for this stage. Save the reviewed configuration directly in the Cronitec tab.
The Shotec GmbH tab provides the Invoice Settings context for Shotec GmbH. Use the available filters to focus the displayed information, then review or maintain SalesProcessApproval in this company context.
The available controls do not specify a transition into or out of this tab. Complete the required changes and select Save or Save and Close.
The Shotec IP GmbH tab contains the Invoice Settings context for Shotec IP GmbH. Use this stage to confirm the relevant selection, review the displayed setting, and retain supporting documentation through Attach where required.
No listed control moves a record between company tabs. Save the setting in the active Shotec IP GmbH context after completing the review.
Examples
A finance officer needs to review the invoice setting for Shotec Gulf after an account manager requests confirmation that the sales process approval setting is correctly recorded.
The finance officer opens Configurations > Finance Settings > Invoice Settings and selects the Shotec Gulf tab.
The finance officer enters the relevant account manager in Filter by user and uses Filter by field to focus on SalesProcessApproval.
The finance officer checks Selected items to ensure that the displayed item is the intended one.
The finance officer reviews SalesProcessApproval against the approved finance process. If the request includes an approval email or internal document, the finance officer selects Attach so that the file is listed in files[].
The finance officer selects Save to retain the update while checking the remaining company tabs. After confirming that no further change is required, the finance officer selects Save and Close.
Tips
Tip: Use Save rather than Save and Close when you need to compare invoice settings across multiple company tabs.
Note: Use logHistory after an update when you need to review the available recorded history for the configuration.
Warning: Treat each company tab as a separate review context. Do not assume that a change made in Shotec S.A.E is also reflected in Shotec Gulf, Cronitec, Shotec GmbH, or Shotec IP GmbH.
Troubleshooting
Symptom
Likely cause
Fix
The expected information is not displayed.
A filter is limiting the current view.
Review Filter by user and Filter by field, then confirm the resulting Selected items.
A file is not available with the configuration.
The supporting document has not been attached to the current record.
Select Attach and confirm that the file appears in files[].
You are unsure whether the correct company configuration was updated.
The active company tab was not confirmed before saving.
Open the relevant company tab, review its displayed settings, and use logHistory where available.
You need to continue working after an update, but the page has closed.
Save and Close was selected.
Reopen Configurations > Finance Settings > Invoice Settings, select the required company tab, and continue the review.
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