Setting filters to review documents

You can set the filter to determine the documents to be displayed.

To set the filter:

  1. Click the My Documents tab or the Documents For Review tab.
  2. Click the Filters link.
  3. Specify this information based on which documents are filtered:
    Document Types
    The type of document to display. Possible values:
    • Expense Report
    • Timesheet
    • Travel Plan
    • Payment Request
    Document ID
    The unique identification number of the document.
    Title Contains
    The specific content of the document title based on which documents are filtered.
    Activity
    The current activity of the document in the work flow. For example, ER create.
    Date
    The date range for filtering document, such as the past 30 or 60 days from the current date.
    Date Option
    The options based on which documents are filtered. Possible values:
    • Created
    • Modified
    • Queued
    Select the appropriate option and specify a date criteria in the Date Range or the Date field to scope the document.

    For example, if you select Past 90 days in the Date field and Created in the Date Option field, all the documents created in the last 90 days are displayed.

    However, if you specify dates in the Date Range field, the Custom option is selected by default in the Date field.

    Owner Country
    The country in which the document owner resides.
    Note: This field is displayed when you use the Filter option from the Documents For Review tab.
    Owner Cost Center
    The cost center associated with the document owner.
    Note: This field is displayed when you use the Filter option from the Documents For Review tab.
    Purpose (ER)
    The purpose based on which the documents must be filtered. This field is specific to the Expense Report and Travel Plan documents.
    Note: This field is displayed only if the Visible check box is selected when configuring the application. See the Tools section in the Infor Expense Management System Administration Tool User Guide.
    Purpose (PR)
    The purpose based on which the documents must be filtered. This field is specific to the Payment Request documents.
    Note: This field is displayed only if the Visible check box is selected when configuring the application. See the Tools section in the Infor Expense Management System Administration Tool User Guide.
    Note: You can use the Purpose (PR) or Purpose (ER) field at a time.
  4. Click Apply to search for the document.
  5. Use Reset to Default Filters to reset the filters.