Required actions for Discounts available matrix
When you click the matrix in the On Your Radar widget, the related required actions are displayed. Invoices eligible for discounts are categorized by vendor and displayed in the widget.
You can click to access the
Discounts available window, wherein you can perform these actions:
- View the list of vendor invoices eligible for discounts, along with details such as the
invoice number, invoice date, discount amount, discount date, due date, and dispute
status. The invoices are sorted by the Discount Date, with the most recent one at the
top.Note: Invoices for which the discount date is on or after the current date and within the due date are only displayed in the grid.
- Click the document icon to view the invoice document for the selected vendor in a new browser tab, if available.
- Click the vendor number to view the related details on the Vendor Inquiry screen in the CSD application.
- Search for invoices using the range fields for invoice number and invoice date.
- Filter the grid by date range, invoice type, and invoice stage. The default values for these fields are Next 30 days, All, and Entered Stage respectively.
- Click an invoice number to view the related details on the Vendor Invoice Center screen in the CSD application.
- View and hide row filters using the option.
- Remove the filters using the option.
- Export the entire list of invoices to an Excel sheet using the option.