Required actions for Invoice exceptions matrix
When you click the matrix in the On Your Radar widget, the related required actions are displayed. Invoices with exceptions are categorized by vendor and displayed in the widget.
You can click to access the
Invoice exceptions window, wherein you can perform these actions:
- View the list of vendor invoices with exceptions, along with details such as invoice
number, invoice amount, invoice date, due date, status message, transaction type, created
by, and group name. The invoices are sorted by the Invoice Date, with the most recent one
at the top. Note: Invoices that contain a status message on the Vendor Invoice Center screen in the CSD application are only displayed in the grid.
- 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 invoice type and invoice stage. The default values for these fields are All and Entered Stage.
- Click an invoice number to view the related details on the Vendor Invoice Center screen in the CSD application.
- Click the document icon to view the invoice in a new browser tab.
- 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.