PL ProfitLensGCC ERP by Somar
Help CenterDental Laboratory OperationsDental Lab Invoice Approval
Help Center · Dental Laboratory Operations

Dental Lab Invoice Approval

Review case billing, resolve pricing and revision charges, approve lines, and post controlled dental invoices to receivables.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Review invoice queue and archive

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Resolve missing-price blockers

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Approve billing lines

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Decide remake or adjustment charges

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Mark authorized no-charge work

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Set payment terms or COD context

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Post, preview, reverse, or correct eligible invoices

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Review invoice queue and archive
  2. Resolve missing-price blockers
  3. Approve billing lines
  4. Decide remake or adjustment charges
  5. Mark authorized no-charge work
  6. Set payment terms or COD context
  7. Post, preview, reverse, or correct eligible invoices

Related procedural guides

Workflows

Dental Case Intake to Invoice

A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Try-in, pricing, tax, revision, and completion rules can block posting until resolved.