AP Invoicing Hub - A summary of the activity
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The Accounts Payable Invoicing Hub is a solution designed for the AP Clerk to increase invoicing efficiency and provide a highly productive, yet simple performance-driven environment. This activity enables the AP Clerk to complete the tasks at hand and proceed to the next course of action.
The hub presents only the important and relevant information based on the login user’s role or function. The rest is just a click away. Actionable data in the form of links indicates the next course of action to be performed. Also, alerts are displayed in Green (Indicates that the document is not yet due or for closed documents), Red (Indicates that the document has crossed Due date) and Amber (Indicates that the documents which are nearing its due date).
Provision is also provided to enable documents that alone can be worked upon or to restrict the action buttons for specific users. This can be done by setting up the user role access rights preferences in the User Preference page that can be accessed from this Hub itself. Also, you can quickly create a document with the minimal information and can use the Easy Launch panel to go to the desired page to make modifications.
Additionally, the scanned invoices/notes sourced from third party systems are also routed to the AP hub. From here, the users can process these documents by executing the requisite actions.
Key Features
A one-stop screen with a To-do list to complete the task in hand and proceed to the next course of action.
Based on user role access rights.
Bulk and single invoice processing at a click.
Quick creation of a document, Order based Invoice or and Delivery Charges Invoice (Way bill based)
User preference where the user can set the applicable documents and suppliers that will come under his review.
Tree to multiline navigation for further processing of documents.
Alerts enable document payment status information at a glance.
Advanced and Basic Search options to track documents including those in Authorized/ Overdue status.
Data used for effective decision making.
Follow up / next course of action through relevant links.
Re-route documents to users for authorization
Authorize invoices
Track and assign pending documents
Click accounts payable invoicing hub for more details
4 Select the relevant nodes in the Tree Structure
Or
4 Use the Search Criteria.
4 Select the rows in the multiline to process invoices.
4 Click the relevant action button.
What you can do in this activity
4 Select the relevant nodes in the Tree Structure
Or
4 Use the Search Criteria.
4 Click the hype linked “Doc #” of the invoice to be processed.
4 Click the relevant action button.
4 Use the “Easy Launch” panel
4 Select the “New” radio button
4 Select the “Doc. Type”
4 Click the “Go” pushbutton
4 Use the “Easy Launch” panel.
4 Select the “Existing” radio button
4 Select the “Doc. Type” and enter the Doc. No./ Sup.Doc.No
4 Click the “Go” pushbutton
Note: Alternatively, the user can also use the Tree interface to retrieve data in the multiline, select the documents in valid status and perform operations like Authorize, Match, Return, Delete, Reverse, Hold or Release a record
4 Select the “Doc. Type” under the Basic Search / Advanced Search Section
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevant record / records in the multiline.
4 Click the “Authorize” icon.
4 Select the “Doc. Type” under the Basic Search / Advanced SearchSection
4 Enter deatails in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevent record / records in the multiline.
4 Click the “Match” icon.
4 Enter Details in the Pop up Window.
4 Select the “Doc. Type” under the Basic Search / Advanced Search Section
4 Enter deatails in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevent record / records in the multiline.
4 Click the “Return” icon.
4 Select the “Doc. Type” under the Basic Search / Advanced Search Section
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevent record / records in the multiline.
4 Click the “Delete” icon.
4 Select the “Doc. Type” under the Basic Search / Advanced SearchSection
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevant record / records in the multiline.
4 Click the “Reverse” icon.
4 Enter details in the popup window,
4 Select the “Doc. Type” under the Basic Search / Advanced Search Section
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevant record / records in the multiline.
4 Click the “Hold” icon.
4 Enter details in the popup window
4 Select the “Doc. Type” under the Basic Search / Advanced Search tab
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevant record / records in the multiline.
4 Click the “Release” icon.
Reroute a record
4 Select the “Doc. Type” under the Basic Search / Advanced Search Section
4 Enter details in the “Search Criteria”
4 Click the “Search” pushbutton
4 Select the relevant record / records in the multiline.
4 Click the “Re-route” icon to route the invoice to the authorizer for authorization.