Create a purchase document with Approval /visma-net-erp/help/supplier-ledger/process-purchase-invoices/create-a-purchase-document-with-approval section 2026-02-19T17:09:06+01:00 # Create a purchase document with Approval ## Before you start You must activate a license before you can approve documents in Approval: [Check activation of Approval license](/visma-net-erp/help/supplier-ledger/process-purchase-invoices/check-activation-of-approval-license/) 1. Go to the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window. 1. Under **Type**, select one of the following options: 1. **Purchase invoice**: To create a new invoice. 1. **Credit adjustment**: To adjust a sales invoice that is already released. 1. **Purchase credit note**: To adjust a purchase invoice that has already been released. 1. **Prepayment**: To have a prepayment request from a supplier. 1. Fill in all mandatory fields (*). > [!NOTE] > The CID is not mandatory on outgoing payments, but suppliers can require a CID on incoming payments. If there is no CID on an incoming payment, the bank rejects the payment for this supplier. 1. On the **Document details** tab, click ![icon-add](/media/visma-net-erp/icon-add.png) to enter document lines. The **Item ID** is optional. 1. Go to the **Approval details** tab. 1. In the **Default document** field, select the desired document. 1. Click **Add attachment**. 1. In the **Initial approver** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select the approver. 1. Optional: In the **Comment** text box, enter a comment if necessary. 1. Save the invoice and click **Send to Approval**. > [!NOTE] > You can also set a preference that all invoices will automatically be released when they are approved in Approval: [Set Release document from Approval as the default action](/visma-net-erp/help/supplier-ledger/process-purchase-invoices/set-release-document-from-approval-as-the-default-action/) ## What is next? The payment request is now sent to Approval and the approvers will receive an email about a pending approving task [Approve with Approval](https://help.visma.net/GB_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/SE_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/SE_sv/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NO_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NO_no/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/NL_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/Nl_nl/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/fi_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/fi_fi/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/DK_en/approval/online-help/actions-approvers/task-handling.htm) [Approve with Approval](https://help.visma.net/DK_da/approval/online-help/actions-approvers/task-handling.htm). The **Approval status** field will show you the updated status, depending on the approvers actions in Approval : > [!NOTE] > You can click the status link for more information about the status in the reports [Approval document history (AP40104S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approval-document-history-ap40104s/) and [Approval document line history (AP40105S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approval-document-line-history-ap40105s/).
Status Description
New The invoice is new.
Sent to Approval The invoice has been sent to Approval
Cancelled The status after you have clicked the Cancel button. (The Send to Approval button changes to Cancel after sending the document to Approval).
Received in Approval The invoice has been received by Approval.
Pending The invoice is on a valid approval flow and is pending approval.
Rejected The invoice has been rejected by Approval.
Approved The invoice has been approved and you can now release invoices that are ready to be paid. In the Supplier ledger preferences (AP101000) window, you can set up automatic release of approved invoices.
> [!NOTE] > You must [release purchase invoices](/visma-net-erp/help/supplier-ledger/process-purchase-invoices/release-purchase-invoices/) before you can pay it, unless you have set that all approved invoices will automatically be released.

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