Issue/Symptom/Question

How do I separate an invoice already entered in AP Routing

Applies To

OnBase - AP Routing?

Resolution/Fix/Answer

There are two ways to re-perform document separation when the invoice is sitting in workflow.

1. Within the Related Items Tab you will see your invoice.  Right click on the related item invoice and choose 'Send to'>>'Document Separation'
    
   
   
   This will take you to the document separation page where you can separate the pages out into more than one invoice.  The separated invoice will need to be re-indexed appropriately as Scan - AP Invoice (ICAP/PO/SC/Other) in order to create the Routing Form for the new invoice.   
   
   
   
   
2. You may also save and re-import the invoice file via batch scanning using the ICAP Scan Queue or a Scan Queue that uses Document Separation.  The document will then go into workflow thereafter.   
   Right Click on your Invoice>>Choose 'Send To'>>'File'
   

Cause 

User did not verify that there were two separate invoices within the document in OnBase

ICAP was not able to automatically separate the invoice sufficiently