Header Fields for the AP Invoice Approvals Form

Use the header fields above the Actions bar to search for existing AP invoice approvals or upload a new AP invoice.

Contents

Field Description
Search Navigation Controls

The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View.

On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form.

When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays a saved confirmation message and the New Records label () is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form.

When you access a different field, search on the hub or application form, or navigate away from the form, the New Records label reverts to the Saved Search control ().

For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.

Select one of the following search types to filter the list of AP invoice approvals to choose from:

  • All: This displays a list of all open and posted AP invoice approvals for the active accounting period.
  • My Assignments: This displays a list of all AP invoice approvals assigned to you for the active accounting period.
  • + New Search: Select this link to create a new search for AP invoice approvals. Use both basic and advanced search features on the New Search dialog box to refine search criteria.

For information about creating and using searches, see the Search Vantagepoint help topics.

x of x Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
Upload AP Invoice Click this option to display the dialog box on which you select the files that will be uploaded and used to create new AP Invoice Approval records. You can select one file or multiple files. If you select multiple files, you can specify which one will be made into an AP invoice approval record or if all the files will be grouped into a single AP invoice approval record.
When you are working in detail view, switch to list view by clicking the List View icon in the Search Navigation Controls at the top of the form. In list view, fields are displayed in columns in a grid on the form. You can view multiple records at the same time, with each row in the grid displaying information for a single record. This makes it easy to compare and update multiple records because you do not have to open records individually. To add or remove columns, or to change the order of the columns in the grid, click and use the Select Columns dialog box.

For information about selecting columns, see Select Columns for a Grid.

For more information about working in list view, see Use List View.

In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.

When you are working in list view, switch to detail view by clicking the Detail View icon in the Search Navigation Controls. In detail view, fields for a single record are displayed on the form, typically on one or more tabs. This is the default view when you first open the application and is the view described in most help topics.

In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.