This section includes the fields and descriptions for the Invoice Drafts Status tab.
Selection Criteria Island
| Field | Description |
|---|
| Show Approved
|
If this check box is selected, approved invoice drafts will be shown in the sub-tab along with invoice drafts pending approval. If this check box is not selected, only invoice drafts pending approval will be shown in the sub-tab.
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| Project Manager
|
This field shows the name of the project manager whose pending draft approvals should be displayed in the sub-tab.
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| Job No.
|
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 sub-tab.
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| Job Collection No.
|
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 sub-tab.
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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 sub-tab.
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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 sub-tab.
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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 sub-tab.
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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 sub-tab.
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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 sub-tab.
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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 sub-tab.
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| Employee 1-10 No.
|
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 sub-tab.
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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 sub-tab.
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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
|
The functionality of these fields is similar to the functionality of the “Location” field above.
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| Local Spec. 1-3
|
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 sub-tab, 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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| Enterprise Currency
|
This field shows the enterprise currency, for example, USD.
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| Invoice Drafts to Approve
|
This field shows the number of invoice drafts that have been marked for approval in the tab.
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| Invoice Drafts to Print
|
This field shows the number of invoice drafts that have been marked for printing in the tab.
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