This section includes the fields and descriptions for the Invoice Drafts Status tab.
Selection Criteria Island
| Field | Description |
|---|
| Show Approved
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If this field is marked, approved invoice drafts will be shown in the table part along with invoice drafts pending approval. If this field is not marked, only invoice drafts pending approval will be shown in the table part.
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| Project Manager
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This field shows the name of the project manager whose pending draft approvals should be displayed in the table part.
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| Job No.
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These fields allow the user to specify a range of job numbers. The pending draft approvals associated with the selected job numbers will be displayed in the table part.
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| Job Collection No.
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This field shows the number of the job collection for jobs included in a job collection. The field is also displayed in the Jobs and Blanket Invoice Overview windows.
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| Company No.
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These fields allow the user to specify a range of company numbers. The pending draft approvals associated with the selected company numbers will be displayed in the table part.
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| Settling Company No.
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These fields allow the user to specify a range of settling company numbers. The pending draft approvals associated with the selected settling company numbers will be displayed in the table part.
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| Customer No.
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These fields allow the user to specify a range of customer numbers. The pending draft approvals associated with the selected customer numbers will be displayed in the table part.
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| Customer Group
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This field allows the user to select a customer group. The pending draft approvals associated with the selected customer group will be displayed in the table part.
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| Payment Customer
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These fields allow the user to specify a range of payment customer numbers. The pending draft approvals associated with the selected payment customer will be displayed in the table part.
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| Department No.
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This field allows the user to select a department number. The pending draft approvals associated with the selected department number will be displayed in the table part.
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| Sales Rep.
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This field allows the user to select a sales representative. The pending draft approvals associated with the selected sales representative will be displayed in the table part.
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| Employee 1-10 No.
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These fields allow the user to enter the numbers of one or more employees. The pending draft approvals associated with the selected employees will be displayed in the table part.
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Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
|
These fields allow the user to specify a range of location codes.
The pending draft approvals associated with the selected location codes will be displayed in the table part.
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| Entity
|
The functionality of these fields is similar to the functionality of the “Location” field above.
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| Project
|
The functionality of these fields is similar to the functionality of the “Location” field above.
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| Purpose
|
The functionality of these fields is similar to the functionality of the “Location” field above.
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| Spec. 1-3
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The functionality of these fields is similar to the functionality of the “Location” field above.
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| Local Spec. 1-3
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The functionality of these fields is similar to the functionality of the “Location” field above.
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Totals Island
| Field | Description |
|---|
| Current
|
This table row shows the total amount of all invoice drafts displayed in the table part, expressed in enterprise currency.
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| Prior
|
This table row shows the total amount that has already been invoiced on all selected invoice drafts, expressed in enterprise currency.
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| Total
|
This table row shows the sum of the “Current” and “Prior” fields, thus expressing the total invoiceable amount on the selected invoice drafts. The amount is shown in enterprise currency.
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| Invoice
|
This table column shows the total invoiceable amount on the selected invoice drafts, expressed in enterprise currency.
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| Up/Down
|
This table column header indicates whether the value of the “Current,” “Prior” and “Total” fields have been written up or down from the originally registered amounts. A positive value indicates that the total amount has been written up while a negative value indicates that it has been written down.
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| Enterprise Currency
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This field shows the enterprise currency, for example, USD.
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| Invoice Drafts to Approve
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This field shows the number of invoice drafts that have been marked for approval in the card part.
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| Invoice Drafts to Print
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This field shows the number of invoice drafts that have been marked for printing in the card part.
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