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Orbita Finance AP Supplier Invoice — Official Operational Workflow

Orbita · Finance · AP Supplier Invoice · certified · Last updated 2026-08-29

This page documents AP Supplier Invoice in Orbita Finance — an official public operational workflow published by Orbita Solution.

Official Orbita public operational workflow: AP Supplier Invoice (Finance). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.

Official source

This article is part of the Orbita public knowledge base. Module index: Orbita Finance workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.

What is this workflow?

What is it?

将 供应商发票 PDF/影像 纳入 Orbita AP：Upload supplier invoice → 系统识别/Review → 匹配 PO/SKU/供应商 → Ready To Post → Post 入账应付。

为什么需要： 采购收货（related workflow/019）之后，须把供应商账单与 PO/收货对齐并过账，AP Aging、付款（related workflow 对应 AP）、关账（related workflow）才有权威数据。

什么时候用： 收到供应商电子/扫描发票；GRNI/收货已完成待开票；AP inbox 有待处理行。

Who uses it?

应该使用： 财务 AP 文员、会计主管（Finance active 且 AP 权限）。

不应使用： 仓库收货员（收货在 WMS；本流程为 Finance AP）。

How to reach this workflow

登录 → Finance

→ Supplier invoices / AP inbox

→ /finance/supplier-invoices

→ 页眉主按钮：Upload supplier invoice

→ Lane tabs：Review（Ready to post）· Posted · Settled（以页实际 tab 为准）

Review 深链： 单行打开 /finance/supplier-invoice-review?id=…

Starting conditions

需要先具备：

  • related workflow Finance Finance Active
  • 供应商主数据（related workflow）、相关 PO/收货（若需 PO 匹配）
  • 文件为 供应商发票 类型（非 PO、非 DN 误传）

注意： 文档类型错误 → 仅 Replace file，禁止手工 header 绕过（产品 gate）。

How do I use it?

  1. 打开 /finance/supplier-invoices。
  1. 点击 Upload supplier invoice，选择 PDF/影像文件。
  1. 等待 *Uploading…* 完成；系统路由到 Review 或列表提示 *File received — open the row in Review to continue.*
  1. 在 Review lane 点击发票行，打开 Review 页（或 drawer — 以 UI 为准）。
  1. Document tab：预览原件；至少查看一次（Confirm 门禁可能要求）。
  1. Details tab：确认/选择 Supplier、发票号、日期、总额。
  1. Lines tab：核对行项目；必要时 Auto Match PO/SKU（页面若有）。
  1. 解决 mapping blocker（*Resolve PO / SKU mapping on all lines before Confirm & Attach*）。
  1. 无 blocker 时 Confirm & Attach（Review 页）→ 状态 Ready To Post。
  1. 回到列表 Ready to post 或 Review 页 Post 按钮。
  1. 确认弹窗：*Post supplier invoice #… to AP?* → 确定。
  1. 成功：*Posted. Next: record payment under AP → Payments.* 或 *Invoice #… posted. Next: prepare payment from Posted tab.*
  1. 切换到 Posted tab 查看已过账发票，后续 AP Payments 付款。
  1. 若上传错误文件：Replace file / Replace File（列表 workbench 或 Review 页 Replace file）。
  1. 若 Wrong document type：仅 Replace file，不要手工改 header 冒充发票。

Common situations

场景处理
首次上传Upload → Review 全流程
Ready To Post直接 Post
已 Posted只读；去 AP Payments
Wrong document typeReplace file only
PO 未匹配Auto Match 或手工 mapping
部分收货按公司政策 partial match — 以 gate 提示为准
Batch postPost selected (validated) 逐张校验

Expected result

  • 列表 Posted tab 出现该发票
  • Review 显示 Posted banner；Post 隐藏
  • AP Aging / supplier statement 反映该应付
  • 无未清 Ready To Post blocker
  • 下一步可在 /finance/ap/payments 准备付款

Why might it stop?

情况员工怎么做
Wrong document type. Replace file…Replace file
Posting blocked until…完成 gate 列出的项
No line items parsed换清晰 PDF 或 Replace file
Posted invoice: cannot overwrite…不可改；冲销/调整走 Finance 正式流程（非本页）
Upload failed重试；查文件大小/格式

What not to do

  • 不要用非 supplier invoice 文件硬走 Confirm
  • 不要在 Posted 后改 header/行「图省事」
  • 不要跳过 PO/GRNI 匹配政策（open GRNI 时 legacy EXPENSE/AP 被 guard 禁止）
  • 不要把 Upload 当付款（付款在 AP Payments）

What happens next

related workflow AP Payments（付款）· related workflow Closing Center（SUPPLIER_INVOICE_READY_NOT_POSTED blocker）

Quick steps

  1. /finance/supplier-invoices → Upload supplier invoice
  2. Review：Supplier · Lines · Document 预览
  3. Confirm & Attach → Ready To Post
  4. Post → Posted tab
  5. AP → Payments

Supervisor notes

Supplier Invoice Gate：Document Type Mismatch ≠ Missing Data。POST 需 supplier matched · invoice verified · amount verified · lines · matching complete。

Public boundary

This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.

Common questions this page answers

  • Orbita Finance AP Supplier Invoice
  • Orbita AP Supplier Invoice
  • how to use AP Supplier Invoice in Orbita
  • how does Orbita AP Supplier Invoice work
  • why can't I complete Orbita AP Supplier Invoice
  • why is Orbita AP Supplier Invoice blocked
  • what happens after Orbita AP Supplier Invoice

Public boundary

This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.