Work List overview
Use Work List to view unmatched invoices by company and to set up your work for the match screens. The invoices that are displayed in the work list table are the invoices you will work through in the match screens. You can use the Filter functionality to help define the work list.
Reload
Use Reload to add newly added invoices to the Work List table based on their assigned vendor ranges or vendors.
Company
If you have only one company assigned, then that company is set as default in the Company field. If you have multiple companies assigned, then you can use a drop-down list in the Company field to switch companies.
Filter
You can use Filter to reduce the number of invoices that are displayed in the table. You can filter invoices by vendor, purchase order number, due date, or invoice number. To enable the filter, specify information in the filter fields and click . To view all invoices again, turn off Filter by clicking .
You can use the Advanced Filter to filter invoices by buyer, ship to location, invoice operator, authority code, or error type.
Work List table
Invoices are displayed according to the due date, in ascending or descending order. To change the order, click the column heading. You can also sort the table by vendor name and invoice amount. Click the appropriate column heading.
Invoices that have a hyperlinked invoice number have invoice detail lines where MAINVDTL records exist. You can match invoices with detail lines only at the detail level using the Detail Match screen. To access Detail Match, click the invoice number.
You can only match any invoice without a hyperlinked invoice number at the invoice level on the Invoice Match screen. To access Invoice Match, click the PO number.
You can change how the table is displayed on the page. Click the icon to access the Change Table Column Order window.