You may need to restart an invoice workflow in the following case:
You notice a problem with the payable and reverse it.
You notice a problem with the payable and delete it.
You have an approved invoice that was never paid.
In order to create a new payable, you need to restart the workflow. There are two ways to do this:
When you are reversing the payable that was created from the invoice, there is an option to restart the workflow.
There is a Toolbox function that allows you to restart multiple workflows at once.
Note: If you delete a payable, you need to restart the invoice workflow from the Toolbox by going to Admin > Toolbox > Rebuild > Restart Invoice Workflow.
To restart the invoice workflow when you reverse a payable
Open the payable.
Click the Reverse button. A popup appears.
Complete the popup. Select the Restart Invoice Workflow option.
Click OK.
Breeze changes the status of the original invoice back to In Process. You can edit it (if needed) and then approve it, creating a new payable.
To restart invoice workflows (bulk function)
Go to Admin > Toolbox > Rebuild > Restart Invoice Workflow. The filter appears.
Enter search criteria and click Display. Breeze displays matching invoices.
Select the invoices you want to restart and click Post. Breeze changes the status of the invoices to In Process and displays a confirmation message.