Invoice Overview - Buckets Summary

Navigating DMR Invoice Statuses

 

The DMR system utilizes buckets to categorize invoices based on their processing stage. Let's explore each bucket and the actions associated with them:

1. Maker Bucket:

• This is the starting point for all uploaded invoices (PO and non-PO based).
• As a Maker, user will process each invoice within this bucket.
• Once you confirm the invoice, it automatically moves to the "Checker Bucket" for further review.

2. Checker Bucket:

• This bucket holds invoices processed by the Maker and awaiting review by the Checker.
• There are two scenarios in the Checker Bucket:
  • Approved Invoices:
    • The Checker verifies and (if necessary) edits the invoice details before saving it.
    • Saved invoices seamlessly move to the "Processed Bucket" and are simultaneously sent to SAP for automatic parking in the AP cockpit.
    • Any errors encountered during auto-parking in SAP will return the invoice to the Checker Bucket for further action.

3. Processed Bucket:

• This bucket houses all invoices successfully reviewed and approved by both Maker and Checker.
• These invoices are considered finalized and ready for further processing within the system.

4. Failed Bucket:

• Invoices encountering specific upload issues reside here. Reasons for failure might include:
  • Duplicate file upload
  • Missing seller details
  • Lack of a matching template for the supplier's invoice format
  • Missing buyer details

5. Rejected Bucket:

• • This bucket holds invoices rejected by either the Maker, Checker, or the system itself. Common reasons for rejection include:
    • User rejection during processing
    • System-identified duplicates based on GSTIN or PAN details (for unregistered dealers)