Invoice States and Statuses

Identifies how the invoice was delivered. You can view this method on the Invoices pages. The available options are:

• Electronic – My Exchange users click the Invoices tab in the My Exchange application; this method is available for integrated partners
• Email – eInvoicing delivers invoices to the customer as an email message attachment as a PDF, ZUGFeRD, or XRechnung file; human-readable files can be encrypted based on the organization's configuration settings
• Portal – Identifies this as an invoice for a non-EDI capable customer; see Use the Web Portal
• GHX Inbox – Users view invoices directly in eInvoicing; the application sends an email message to users notifying them that an invoice is ready to read (this option is used in European markets)

Identifies the invoice status. You can view this status on the Invoice Analytics and Invoices pages. The available options are:

• In process – The invoice was sent and is still in process at GHX (the status is not Failed or Delivered)
• Failed – The invoice was sent but encountered a processing error, such as not passing validation requirements

Note: When an invoice has a Failed status and a GHX user intervenes to reprocess that invoice, the application removes the invoice from the failed invoices list.

• Delivered – The invoice was sent and received at the end point
• Stopped – The invoice was sent but was later stopped by a GHX rule
• Parked – The invoice has been parked pending further action

Note: A parked invoice remains in this status for 24 hours, which gives customers time to add required information prior to sending it to their MMIS or ERP system. Invoices can be parked when they do not contain required PO reference information and when they contain unknown PO references. GHX can notify an invoice issuer and a receiver when invoices are parked. This notification includes an invitation to the recipients to open the invoice in the eInvoicing portal. In that portal, they can provide the required information prior to releasing the invoice and prior to the system delivering the invoice to those recipients.

• Paid – The invoice was sent, received, and paid

Each invoice is uniquely classified and found under one of four categories:

• Processing
• Delivery
• Validation
• Relationship

The unique classification of the invoice is presented in the Quick Click hierarchy and referenced in delivery status details.

Provides a status reason for a given delivery status. Examples include:

• Processing: Provider Rule Duplicate

• Validation: Amount(s)

• Delivery: On Send

• Relationship: Registration Request Pending

Identifies whether the invoice is closed. You can view this state on the Invoices page.

The available options are:

• Closed – Indicates this invoice has been paid
• Open – Indicates this invoice has not been paid

Note: Invoice disposition must be enabled to view the invoice state.

Identifies the invoice status. You can view this status on the Invoice Analytics page. The available options are:

• Acknowledged by Provider
• Failed to Send
• In processing
• Invoiced
• Not Specified
• Rejected