PD for AP - User Manual

PD for AP - User Manual

Contents

Introduction...pg.4

Get Started...pg.5
      a) Search for documents...pg.5
      b) The document list...pg.7
      c) The document detail...pg.7
      d) Document status...pg.8
      e) Workflow status...pg.9
      f) Change user settings...pg.9
      g) Available user settings...pg.10

Perform Basic Actions...pg.11
      a) Select documents...pg.11
      b) Open a document...pg.11
      c) Go to change mode...pg.11
      d) Save a document...pg.12

View Invoice Information...pg.13
      a) View the invoice image...pg.13
      b) View the purchase order...pg.14
      c) View the purchase order history...pg.15
      d) View the vendor details...pg.16
      e) View the SAP document..pg.16

Locate Errors...pg.18
      a) View the message logs...pg.18
      b) Check a document...pg.19

Edit Documents...pg.20
      a) Assign a user to a document...pg.20
      b) Change the document type...pg.21
      c) Line item proposal and determination...pg.21
      d) Determine tax...pg.25
      e) Change account assignments...pg.26
      f) Change the payment terms...pg.28
      g) Transfer a document to FI or MM...pg.29

Follow-up Flags...pg.30
      a) What is a follow-up flag?...pg.30
      b) Automatic follow-up flags...pg.30
      c) Set a follow-up flag...pg.31
      d) Delete a follow-up flag...pg.32

Communication...pg.33
      a) Send a message...pg.33
      b) Create a note...pg.34
      c) View notes...pg.35
      d) Attach a file to a document...pg.36
      e) View document attachments...pg.37

View a Document Version...pg.38

Compare Document Versions...pg.39

Reject a Document...pg.40

Post a Document...pg.41
      a) Post a document...pg.41
      b) Perform a document...pg.42
      c) Reverse a document...pg.42
      d) Finish a document...pg.44

Workflows...pg.46

Application Toolbar icons...pg.50

Keyboard shortcuts...pg.51
 

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