Payables Navigator Paths (Oracle Payables Help)


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Payables Navigator Paths

Although your system administrator may have customized your navigator, typical navigation paths include the following:

Window Name Navigation Path

Account Segments for Expense Reporting Setup:Invoice:Distribution Detail Report.

Accounting Calendar Setup:Calendar:Accounting:Periods.

Accrual Write-Offs Invoices:Accrual Write-Off.

Aging Periods Setup:Calendar:Aging Periods.

AP Accounting Periods Setup:Calendar:Accounting:AP Accounting Periods.

Assign Security Rules Setup:Flexfields:Validation:Security: Assign. Enter criteria and choose Find.

Setup:Flexfields:Validation:Security:Define. Enter Search criteria and choose Find. Choose Assign.

Automatic Payment Programs Setup:Payment:Programs.

Bank Accounts Setup:Payment:Banks. Choose Bank Accounts.

Bank Transaction Codes Setup:Payment:Banks. Choose Bank Accounts. Choose Bank Codes.

Banks Setup:Payment:Banks.

Bank Charges Setup:Payment:Bank Charges.

Calculate Balance Owed From the Invoices window, choose Find from the Query menu. Enter criteria and choose Calculate Balance Owed.

Child Ranges Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose Define Child Ranges.

Setup:Flexfields:Key:Values. Enter Criteria and choose Find. Choose Define Child Ranges.

Columns Setup:Flexfields:Descriptive:Register. Choose Columns.

Conversion Rate Types Setup:Currency:Rates:Types.

Countries and Territories Setup:Countries.

Create Invoices Invoices:Entry:Recurring Invoices. Choose Create Invoices.

Credit Cards Credit Cards:Credit Cards

Credit Card Transactions Credit Cards:Credit Card Transactions

Credit Card Programs Setup:Credit Cards:Credit Card Programs

Credit Card Profiles Setup:Credit Cards:Credit Card Profiles

Credit Card GL Account Sets Setup:Credit Cards:Credit Card GL Account Sets

Credit Card Code Sets Setup:Credit Cards:Credit Card Code Sets

Cross-Validation Rules Setup:Flexfields:Key:CrossValidations.

Currencies Setup:Currency:Define.

Daily Rates Setup:Currency:Rates:Daily.

Define Bank Charges Setup:Payment:Bank Charges

Define Security Rules Setup:Flexfields:Validation:Security:Define. Enter Search criteria and choose Find.

Dependent Value Set Information Setup:Flexfields:Validation:Sets. Choose Edit Information.

Descriptive Flexfield Segments Setup:Flexfields:Descriptive:Segments.

Descriptive Flexfields Setup:Flexfields:Descriptive:Register.

Distribution Sets Setup:Invoice:Distribution Sets.

Distributions window From the Invoices window, choose Distributions.

Enter Person (entry) Employees:Enter Employees.

Enter Person (inquiry) Employees:View Employees.

Expense Report Templates Setup:Invoice:Expense Report Templates.

Expense Reports (entry) Invoices:Entry:Expense Reports.

Financials Options Setup:Options:Financials.

Find Descriptive Flexfield Segment Setup:Flexfields:Descriptive:Values.

Find Invoice Distributions From the Invoices window, choose Distributions. Choose Find from the Query window.

Find Invoices From the Invoices window, choose Find from the Query menu.

Find Invoices to Apply Select a prepayment in the Invoices window, and choose Actions. Select Apply/Unapply Prepayment. Select Find from the Query menu.

Find Invoices to Match Select a Credit/Debit memo in the Invoices window and choose Match.

Find Key Flexfield Segment Setup:Flexfields:Key:Groups.

Setup:Flexfields:Key:Values.

Find Prepayments to Apply Select an invoice in the Invoices window, and choose Actions. Select Apply/Unapply Prepayment. Select Find from the Query menu.

Find Purchase Orders to Match Select an invoice in the Invoices window and choose Match.

Find Value Set Setup:Flexfields:Validation:Security: Assign.

Setup:Flexfields:Validation:Security:Define.

Setup:Flexfields:Validation:Values.

Flexfield Qualifiers Setup:Flexfields:Key:Segments.Choose Segments. Choose Flexfield Qualifiers.

GL Accounts Setup:Flexfields:Combinations.

Income Tax Regions Setup:Tax:Regions.

Invalid GL Accounts Payments:Invalid GL Accounts.

Invoice Actions From the Invoices window choose Actions.

Invoice Approvals Setup:Invoice:Approvals.

Invoice Batches window (entry) Invoices:Entry:Invoice Batches.

Invoice Batches window (inquiry) Invoices:Inquiry:Invoice Batches.

Invoice Distributions Summary Invoices:Inquiry:Invoice Distributions.

Invoice Holds From the Invoices window choose Holds.

Invoice Overview Invoices:Inquiry:Invoice Overview.

Invoice Tolerances Setup:Invoice:Tolerances.

Invoices (entry) Invoices:Entry:Invoices.

Invoices (inquiry) Invoices:Inquiry:Invoices.

Invoices window (of the Payment Workbench) Payments:Entry:Payments. Choose the View Invoices button.

Key Flexfield Segments Setup:Flexfields:Key:Segments.

Key Flexfields Setup:Flexfields:Key:Register.

Location Employees:Locations.

Maintain Tax & Certificates Setup:Tax:Withholding:Certificates

Match to Invoice From the Invoices window, select a credit/debit memo and choose Match.

Match to Invoice Distribution From the Match to Invoice window, enter a Credit Amount and Choose Distribute.

Match to PO From the Invoices window, select an invoice and choose Match.

Move Child Ranges Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose Move Child Ranges.

Setup:Flexfields:Key:Values. EnterCriteria and choose Find. Choose Move Child Ranges.

Open Interface Invoices Invoices:Entry:Open Interface Invoices

ORG_TITLE Other:Change Organization

Organization Setup:Organizations

Payables Options Setup:Options:Payables.

Payment Actions Payments:Entry:Payments. Choose Actions.

Payment Batch Actions Payments:Entry:Payment Batches. Choose Actions.

Payment Batches (entry) Payments:Entry:Payment Batches.

Payment Batches (inquiry) Payments:Inquiry:Payment Batches.

Payment Documents Setup:Payment:Banks. Choose Bank Accounts. Choose AP Documents.

Payment Formats Setup:Payment:Formats.

Payment Interest Rates Setup:Payment:Interest Rates.

Payment Overview Payments Inquiry:Payment Overview.

Payments From the Invoices window, select an invoice and choose the Payments button.

Payments (entry) Payments:Entry:Payments.

Payments (inquiry) Payments:Inquiry:Payments.

Payment Terms Setup:Invoice:Payment Terms.

Period Rates Setup:Currency:Rates:Period.

Period Types Setup:Calendar:Accounting:Types.

Personal Profile Values Other:Profile.

Prorate From the Invoices window, choose Distributions. Choose Prorate.

Projected Withholding Tax From the Invoices window, choose View Projected Withholding from the Special menu. See: Projected Withholding Tax.

QuickCodes (employee) Setup:Quickcodes:Employee.

QuickCodes (Payables) Setup:Quickcodes:Payables.

Recurring Invoices (entry) Invoices:Entry:Recurring Invoices.

Reference Fields Setup:Flexfields:Descriptive:Register. Choose Reference Fields.

Related Banks window Setup:Payment:Banks. Select Clearing House as the Institution. CHoose the Related Banks button.

Release From the Invoices window, choose Holds. Choose Release.

Reporting Entity Setup:Tax:Reporting Entities.

Request Parameters Other:Requests:Set. Choose Parameters.

Request Set Other:Requests:Set.

Requests window Choose View My Requests from the Help menu.

Rollup Groups Setup:Flexfields:Key:Groups. Enter criteria and choose Find.

Scheduled Payments From the Invoices window, choose Scheduled Payments.

Segment Values Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find.

Setup:Flexfields:Key:Values. Entercriteria and choose Find.

Setup:Flexfields:Validation:Values. Enter criteria and choose Find.

Segments (detail) Setup:Flexfields:Descriptive:Segments. Choose Segments. Choose Open.

Setup:Flexfields:Key:Segments. Choose Segments. Choose Open.

Segments Summary Setup:Flexfields:Descriptive:Segments. Choose Segments.

Setup:Flexfields:Key:Segments. Choose Segments.

Select Invoices From the Payments window, choose Enter/Adjust Invoices.

Set of Books (choose) Setup:Set of Books:Choose.

Set of Books (define) Setup:Set of Books:Define.

Shorthand Aliases Setup:Flexfields:Key:Aliases.

Signing Limits Employees:Signing Limits.

Special Calendar Setup:Calendar:Special Calendar.

Submit New Request Other:Requests:Run.

Submit Request Other:Requests:Run. Select Single Request nad choose OK.

Submit Request Set Other:Requests:Run. Select Request Set and choose OK.

Supplier Merge Suppliers:Supplier Merge.

Supplier Sites Suppliers:Entry. Choose Open. From the Sites region, choose Open or New.

Suppliers (entry) Suppliers:Entry.

Suppliers (inquiry) Suppliers:Inquiry.

Tax Names Setup:Tax:Names.

Tax Options Setup:Tax:GL Tax Assignments

Value Hierarchy Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose View Hierarchies.

Setup:Flexfields:Key:Values. Enter Criteria and choose Find. Choose View Hierarchies.

Value Sets Setup:Flexfields:Validation:Sets.

View Period To Date Withheld Amounts Invoices:Inquiry:Withheld Amounts

Void Unused Documents Setup:Payment:Banks. Choose Bank Accounts. Choose AP Documents. In the Payment Documents Additional Information region, choose Void Unused Documents.

Withholding Tax Groups Setup:Tax:Withholding:Groups

Window Name	Navigation Path

Account Segments for Expense Reporting	Setup:Invoice:Distribution Detail Report.
Accounting Calendar	Setup:Calendar:Accounting:Periods.
Accrual Write-Offs	Invoices:Accrual Write-Off.
Aging Periods	Setup:Calendar:Aging Periods.
AP Accounting Periods	Setup:Calendar:Accounting:AP Accounting Periods.
Assign Security Rules	Setup:Flexfields:Validation:Security: Assign. Enter criteria and choose Find.
	Setup:Flexfields:Validation:Security:Define. Enter Search criteria and choose Find. Choose Assign.
Automatic Payment Programs	Setup:Payment:Programs.
Bank Accounts	Setup:Payment:Banks. Choose Bank Accounts.
Bank Transaction Codes	Setup:Payment:Banks. Choose Bank Accounts. Choose Bank Codes.
Banks	Setup:Payment:Banks.
Bank Charges	Setup:Payment:Bank Charges.
Calculate Balance Owed	From the Invoices window, choose Find from the Query menu. Enter criteria and choose Calculate Balance Owed.
Child Ranges	Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose Define Child Ranges.
	Setup:Flexfields:Key:Values. Enter Criteria and choose Find. Choose Define Child Ranges.
Columns	Setup:Flexfields:Descriptive:Register. Choose Columns.
Conversion Rate Types	Setup:Currency:Rates:Types.
Countries and Territories	Setup:Countries.
Create Invoices	Invoices:Entry:Recurring Invoices. Choose Create Invoices.
Credit Cards	Credit Cards:Credit Cards
Credit Card Transactions	Credit Cards:Credit Card Transactions
Credit Card Programs	Setup:Credit Cards:Credit Card Programs
Credit Card Profiles	Setup:Credit Cards:Credit Card Profiles
Credit Card GL Account Sets	Setup:Credit Cards:Credit Card GL Account Sets
Credit Card Code Sets	Setup:Credit Cards:Credit Card Code Sets
Cross-Validation Rules	Setup:Flexfields:Key:CrossValidations.
Currencies	Setup:Currency:Define.
Daily Rates	Setup:Currency:Rates:Daily.
Define Bank Charges	Setup:Payment:Bank Charges
Define Security Rules	Setup:Flexfields:Validation:Security:Define. Enter Search criteria and choose Find.
Dependent Value Set Information	Setup:Flexfields:Validation:Sets. Choose Edit Information.
Descriptive Flexfield Segments	Setup:Flexfields:Descriptive:Segments.
Descriptive Flexfields	Setup:Flexfields:Descriptive:Register.
Distribution Sets	Setup:Invoice:Distribution Sets.
Distributions window	From the Invoices window, choose Distributions.
Enter Person (entry)	Employees:Enter Employees.
Enter Person (inquiry)	Employees:View Employees.
Expense Report Templates	Setup:Invoice:Expense Report Templates.
Expense Reports (entry)	Invoices:Entry:Expense Reports.
Financials Options	Setup:Options:Financials.
Find Descriptive Flexfield Segment	Setup:Flexfields:Descriptive:Values.
Find Invoice Distributions	From the Invoices window, choose Distributions. Choose Find from the Query window.
Find Invoices	From the Invoices window, choose Find from the Query menu.
Find Invoices to Apply	Select a prepayment in the Invoices window, and choose Actions. Select Apply/Unapply Prepayment. Select Find from the Query menu.
Find Invoices to Match	Select a Credit/Debit memo in the Invoices window and choose Match.
Find Key Flexfield Segment	Setup:Flexfields:Key:Groups.
	Setup:Flexfields:Key:Values.
Find Prepayments to Apply	Select an invoice in the Invoices window, and choose Actions. Select Apply/Unapply Prepayment. Select Find from the Query menu.
Find Purchase Orders to Match	Select an invoice in the Invoices window and choose Match.
Find Value Set	Setup:Flexfields:Validation:Security: Assign.
	Setup:Flexfields:Validation:Security:Define.
	Setup:Flexfields:Validation:Values.
Flexfield Qualifiers	Setup:Flexfields:Key:Segments.Choose Segments. Choose Flexfield Qualifiers.
GL Accounts	Setup:Flexfields:Combinations.
Income Tax Regions	Setup:Tax:Regions.
Invalid GL Accounts	Payments:Invalid GL Accounts.
Invoice Actions	From the Invoices window choose Actions.
Invoice Approvals	Setup:Invoice:Approvals.
Invoice Batches window (entry)	Invoices:Entry:Invoice Batches.
Invoice Batches window (inquiry)	Invoices:Inquiry:Invoice Batches.
Invoice Distributions Summary	Invoices:Inquiry:Invoice Distributions.
Invoice Holds	From the Invoices window choose Holds.
Invoice Overview	Invoices:Inquiry:Invoice Overview.
Invoice Tolerances	Setup:Invoice:Tolerances.
Invoices (entry)	Invoices:Entry:Invoices.
Invoices (inquiry)	Invoices:Inquiry:Invoices.
Invoices window (of the Payment Workbench)	Payments:Entry:Payments. Choose the View Invoices button.
Key Flexfield Segments	Setup:Flexfields:Key:Segments.
Key Flexfields	Setup:Flexfields:Key:Register.
Location	Employees:Locations.
Maintain Tax & Certificates	Setup:Tax:Withholding:Certificates
Match to Invoice	From the Invoices window, select a credit/debit memo and choose Match.
Match to Invoice Distribution	From the Match to Invoice window, enter a Credit Amount and Choose Distribute.
Match to PO	From the Invoices window, select an invoice and choose Match.
Move Child Ranges	Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose Move Child Ranges.
	Setup:Flexfields:Key:Values. EnterCriteria and choose Find. Choose Move Child Ranges.
Open Interface Invoices	Invoices:Entry:Open Interface Invoices
ORG_TITLE	Other:Change Organization
Organization	Setup:Organizations
Payables Options	Setup:Options:Payables.
Payment Actions	Payments:Entry:Payments. Choose Actions.
Payment Batch Actions	Payments:Entry:Payment Batches. Choose Actions.
Payment Batches (entry)	Payments:Entry:Payment Batches.
Payment Batches (inquiry)	Payments:Inquiry:Payment Batches.
Payment Documents	Setup:Payment:Banks. Choose Bank Accounts. Choose AP Documents.
Payment Formats	Setup:Payment:Formats.
Payment Interest Rates	Setup:Payment:Interest Rates.
Payment Overview	Payments Inquiry:Payment Overview.
Payments	From the Invoices window, select an invoice and choose the Payments button.
Payments (entry)	Payments:Entry:Payments.
Payments (inquiry)	Payments:Inquiry:Payments.
Payment Terms	Setup:Invoice:Payment Terms.
Period Rates	Setup:Currency:Rates:Period.
Period Types	Setup:Calendar:Accounting:Types.
Personal Profile Values	Other:Profile.
Prorate	From the Invoices window, choose Distributions. Choose Prorate.
Projected Withholding Tax	From the Invoices window, choose View Projected Withholding from the Special menu. See: Projected Withholding Tax.
QuickCodes (employee)	Setup:Quickcodes:Employee.
QuickCodes (Payables)	Setup:Quickcodes:Payables.
Recurring Invoices (entry)	Invoices:Entry:Recurring Invoices.
Reference Fields	Setup:Flexfields:Descriptive:Register. Choose Reference Fields.
Related Banks window	Setup:Payment:Banks. Select Clearing House as the Institution. CHoose the Related Banks button.
Release	From the Invoices window, choose Holds. Choose Release.
Reporting Entity	Setup:Tax:Reporting Entities.
Request Parameters	Other:Requests:Set. Choose Parameters.
Request Set	Other:Requests:Set.
Requests window	Choose View My Requests from the Help menu.
Rollup Groups	Setup:Flexfields:Key:Groups. Enter criteria and choose Find.
Scheduled Payments	From the Invoices window, choose Scheduled Payments.
Segment Values	Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find.
	Setup:Flexfields:Key:Values. Entercriteria and choose Find.
	Setup:Flexfields:Validation:Values. Enter criteria and choose Find.
Segments (detail)	Setup:Flexfields:Descriptive:Segments. Choose Segments. Choose Open.
	Setup:Flexfields:Key:Segments. Choose Segments. Choose Open.
Segments Summary	Setup:Flexfields:Descriptive:Segments. Choose Segments.
	Setup:Flexfields:Key:Segments. Choose Segments.
Select Invoices	From the Payments window, choose Enter/Adjust Invoices.
Set of Books (choose)	Setup:Set of Books:Choose.
Set of Books (define)	Setup:Set of Books:Define.
Shorthand Aliases	Setup:Flexfields:Key:Aliases.
Signing Limits	Employees:Signing Limits.
Special Calendar	Setup:Calendar:Special Calendar.
Submit New Request	Other:Requests:Run.
Submit Request	Other:Requests:Run. Select Single Request nad choose OK.
Submit Request Set	Other:Requests:Run. Select Request Set and choose OK.
Supplier Merge	Suppliers:Supplier Merge.
Supplier Sites	Suppliers:Entry. Choose Open. From the Sites region, choose Open or New.
Suppliers (entry)	Suppliers:Entry.
Suppliers (inquiry)	Suppliers:Inquiry.
Tax Names	Setup:Tax:Names.
Tax Options	Setup:Tax:GL Tax Assignments
Value Hierarchy	Setup:Flexfields:Descriptive:Values. Enter criteria and choose Find. Choose View Hierarchies.
	Setup:Flexfields:Key:Values. Enter Criteria and choose Find. Choose View Hierarchies.
Value Sets	Setup:Flexfields:Validation:Sets.
View Period To Date Withheld Amounts	Invoices:Inquiry:Withheld Amounts
Void Unused Documents	Setup:Payment:Banks. Choose Bank Accounts. Choose AP Documents. In the Payment Documents Additional Information region, choose Void Unused Documents.
Withholding Tax Groups	Setup:Tax:Withholding:Groups

Payables Navigator Paths

See Also