Operations Management - Invoicing

Invoicing Parametrization in Operations Management

Purpose

The Invoicing Parametrization module defines the control and validation structure for invoice generation across projects and operations.

Through this configuration, organizations can establish who is responsible for auditing, financial approval, and transaction creation within the invoicing process.

This setup contributed to financial accuracy, accountability, and compliance between operational data and the accounting system.

Path

Control Center → Operations Management → Invoicing

Accessing the Configuration

The Invoicing section is organized into three configuration areas:

1. Auditors

2. Financials

3. Configuration

Each defines specific responsibilities and behaviors within the invoicing process.

1. Auditors Configuration

Path

Operations Management → Invoicing → Auditors

Purpose

Defines the users responsible for auditing invoices before they are posted.
This step ensures that billing data (such as customer details, fees, taxes, and project scope) is validated before final approval.

Configuration Fields

Example

Interpretation:
This setup assigns Carla Leite as the global auditor responsible for all invoicing records across projects and cost centers.

2. Financials Configuration

Path

Operations Management → Invoicing → Financials

Purpose

Defines the users authorized to validate and financially approve invoices for posting and accounting.
These users ensure that invoices comply with organizational and tax rules before they can be posted by the financial system.

Configuration Fields

Example

Interpretation:
Carla Leite has financial authority over all invoice validations, ensuring that all approved invoices are ready for integration into accounting or ERP systems.

3. Configuration Settings

Path

Operations Management → Invoicing → Configuration

Purpose

Defines the status condition required to trigger the creation of transactions for invoicing.
This setting ensures that only invoices that reach a specific status (for example, Approved) are eligible to be posted by the finance department.

Configuration Fields

Example

Interpretation:
The system automatically creates transactions only for invoices with the status Approved, ensuring that incomplete or unverified invoices are excluded.

Usage

This configuration defines the structure of control within the invoicing process:

• Auditors review and validate billing accuracy.

• Financials finalize and approve invoices for posting or export.

• The Configuration setting determines when invoice-related transactions are created automatically.

Together, these configurations ensure a reliable, auditable, and standards-compliant invocation process that supports asynchronicity between operating and financial systems.

Best Practices

• Maintain role segregation between auditors and financial users to strengthen internal controls.
• Keep Self-Management disabled for most users to avoid conflicts of interest.
• Use Cost Center and Project filters to restrict validation rights when necessary.
• Ensure the Status to Create Transactions aligns with your internal approval workflow.
• Review these configurations periodically to ensure they match evolving business structures.

Summary

Related Articles

Billings Parametrization in Operations Management
Transactions Parametrization in Operations Management
Operations Management – Billing Rules Configuration