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Most windows are accessible when you use the Payables Manager responsibility. Unless otherwise specified, all navigation paths below assume you are using that responsibility.

Unless otherwise noted, refer to the Oracle Public Sector Payables User's Guide for more information on GUI windows or processes.
 

Character Mode Form and Menu Path	GUI Window or Process, and Navigation Path
Accrual Write-Offs  \ Navigate Tasks AccrualWriteOffs	Submit the Accrual Write Off Report from the Submit Request window.  See: Accrual Write-Off Report (Oracle Public Sector Purchasing User's Guide)  Navigator: Other > Requests > Run
Adjust Distributions  \ Navigate Invoices Update Distribution	Open the Distributions window in entry mode and make adjustments.  See: Adjusting Invoice Distributions  Navigator: Invoices > Entry > Invoices. Choose the Distributions button.
Adjust Payment Schedule  \ Navigate Invoices Update PaymentSchedule	Open the Scheduled Payments window in entry mode and make adjustments.  See: Adjusting Scheduled Payments  Navigator: Invoices > Entry > Invoices. Choose the Scheduled Payments button.
Apply Prepayments  \ Navigate Payments Prepayment Apply	Apply/Unapply Prepayments window  See: Applying Prepayments to Invoices  Navigator: Invoices > Entry > Invoices. Query and select the prepayment or the invoice to which you want to match it and choose Actions. In the Invoice Actions window, check the Apply/Unapply Prepayment checkbox and choose OK.
Assign Descriptive Security Rules  \ Navigate Setup Financials Flexfields Descriptive Security Assign	Assign Security Rules window  See: Assigning Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Descriptive Flexfield, enter search criteria, and choose the Find button.
Assign Key Flexfield Security Rules  \ Navigate Setup Financials Flexfields Key Security Assign	Assign Security Rules window  See: Assigning Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Key Flexfield, enter search criteria and choose the Find button.
Assign Security Rules  \ Navigate Setup Financials Flexfields Validation Security Assign	Assign Security Rules window  See: Assigning Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Value Set, enter search criteria, and choose the Find button.
AutoClear  \ Navigate Controls Reconciliation AutoClear	Use Oracle Cash Management to reconcile payments in Payables.  See: Oracle Cash Management User's Guide
AutoSelect  \ Navigate Payments Automatic AutoSelect	Use the Payment Batches window to initiate a payment batch.  See: Initiating Payment Batches  Navigator: Payments > Entry > Payment Batches
Concurrent Requests (Pop-up Window)  \ Help Requests	Requests window  See: Using the Requests window (Oracle Applications User's Guide)  From any window, choose View My Requests from the Help menu
Confirm Payment Batch  \ Navigate Payments Automatic Confirm	Confirm window  See: Confirming Payment Batches  Navigator: Select the payment batch in the Payment Batches window and choose the Actions button. Select the Confirm Payment Batch checkbox and choose OK.
Control Period Statuses  \ Navigate Controls Periods	AP Accounting Periods window  See: Controlling the Status of AP Accounting Periods  Navigator: Setup > Calendar > Accounting > AP Accounting Periods
Create Mass Additions for Oracle Assets  \ Navigate Tasks MassAdditions	Submit the Create Mass Additions for Oracle Assets Program from the Submit Request window.  See: Create Mass Additions for Oracle Assets Program  Navigator: Other > Requests > Run
Create QuickCheck  \ Navigate Payments QuickCheck	Create a Quick Payment in the Payments window  See: Paying Invoices with Quick Payments  Navigator: Payments > Entry > Payments
Create Recurring Payments  \ Navigate Invoices Recurring CreateInvoices	Use the Recurring Invoices window to create a recurring invoice template and create recurring invoices.  See: Entering Recurring Invoices  Navigator: Invoices > Entry > Recurring Invoices
Define Accounting Flexfield Combination  \ Navigate Setup Financials Flexfields Accounting	GL Accounts window  See: Defining Accounts (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Flexfields > Combinations
Define Automatic Payment Programs  \ Navigate Setup Payments Programs	Automatic Payment Programs window  See: Automatic Payment Programs  Navigator: Setup > Payment > Programs
Define Bank Codes  \ Navigate Setup Payments AutoClear Codes	Not applicable in GUI. Use Oracle Cash Management to reconcile payments in Payables.  See: Reconciling Payments with Oracle Cash Management
Define Bank File Specifications  \ Navigate Setup Payments AutoClear File	Not applicable in GUI. Use Oracle Cash Management to reconcile payments in Payables.  See: Reconciling Payments with Oracle Cash Management
Define Calendar  \ Navigate Setup Financials Calendar Periods	Accounting Calendar window  See: Defining Calendars (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Calendar > Accounting > Periods
Define Cross-Validation Rule  \ Navigate Setup Financials Flexfields Key Rules	Cross-Validation Rules window  See: Cross Validation Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > CrossValidation
Define Currency  \ Navigate Setup Financials Currency Currency	Currencies window  See: Currencies Window (Oracle Applications System Administrator's Guide)  Navigator: Setup > Currency > Define
Define Daily Conversion Rate Types  \ Navigate Setup Financials Currency RateTypes	Conversion Rate Types window in Oracle General Ledger  See: Defining Conversion Rate Types (Oracle Public Sector General Ledger User's Guide)  Use General Ledger Navigator: Setup > Currencies > Rates > Types
Define Daily Rates  \ Navigate Setup Financials Currency DailyRates	Daily Rates window  See: Entering Daily Rates (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Currency > Rates > Daily
Define Descriptive Flexfield Segments  \ Navigate Setup Financials Flexfields Descriptive Segments	Descriptive Flexfield Segments window  See: Defining Descriptive Flexfield Structures (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Descriptive > Segments
Define Descriptive Security Rule  \ Navigate Setup Financials Flexfields Descriptive Security Define	Define Security Rules window  See: Defining Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security Define. Enable Descriptive Flexfield, enter search criteria and choose Find.
Define Descriptive Segment Values  \ Navigate Setup Financials Flexfields Descriptive Values	Segment Values window  See: Segment Values Window (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Descriptive > Values. Enter search criteria and choose the Find button.
Define Expense Reports  \ Navigate Setup Invoices XXpress	Expense Report Templates window  See: Expense Report Templates  Navigator: Setup > Invoice > Expense Report Templates
Define Financials Options \ Navigate Setup Financials Options	Financials Options window  See: Financials Options  Navigator: Setup > Options > Financials
Define Flex Segments for Expense Reporting  \ Navigate Setup Reports ExpenseDetail	Account Segments for Expense Reporting window  See: Account Segments for Expense Reporting  Navigator: Setup > Invoice > Distribution Detail Report
Define Income Tax Regions  \ Navigate Setup System TaxRegions	Income Tax Regions window  See: Income Tax Regions  Navigator: Setup > Tax > Regions
Define Invoice Approvals  \ Navigate Setup Invoices Approvals	Invoice Approvals window  See: Invoice Approvals  Navigator: Setup > Invoice > Approvals
Define Key Flexfield Security Rule \ Navigate Setup Financials Flexfields Key Security Define	Define Security Rules window  See: Defining Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Define. Enable Key Flexfield, enter search criteria, and choose Find.
Define Key Flexfield Segments  \ Navigate Setup Financials Flexfields Key Segments	Descriptive Flexfield Segments window  See: Defining Descriptive Flexfield Structures (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Segments
Define Key Segment Values  \ Navigate Setup Financials Flexfields Key Values	Segment Values window  See: Segment Values Window (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Values. Enter search criteria and choose the Find button.
Define Location  \ Navigate Setup Organization Location	Location window  See: Site Locations (Oracle Human Resources User's Guide)  Navigator: Employees > Locations
Define Payables QuickCodes  \ Navigate Setup System Quickcodes Payables	(Payables) QuickCodes window  See: QuickCodes  Navigator: Setup > Quickcodes > Payables
Define Payment Formats  \ Navigate Setup Payments Formats	Payment Formats  See: Payment Formats  Navigator: Setup > Payment > Formats
Define Payment Interest Rates  \ Navigate Setup Payments Interest	Payment Interest Rates window  See: Interest Rates  Navigator: Setup > Payment > Interest Rates
Define Payment Terms  \ Navigate Setup Invoices Terms	Payment Terms window  See: Payment Terms  Navigator: Setup > Invoice > Payment Terms
Define Period Types (Financials)  \ Navigate Setup Financials Calendar Types	Period Types window  See: Defining Period Types (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Calendar > Accounting > Types
Define Period Types (Oracle Applications(tm) )  \ Navigate Setup System Calendar Types	In the Special Calendar window, you define periods when you define the special calendar  See: Special Calendar  Navigator: Setup > Calendar > Special Calendar
Define Periods  \ Navigate Setup System Calendar Periods	Accounting Calendar  See: Defining Calendars (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Calendar > Accounting > Periods
Define QuickCodes  \ Navigate Setup System QuickCodes Employee	(Employee) QuickCodes  See: Adding QuickCode Values (Oracle Human Resources User's Guide)  Navigator: Setup > Quickcodes > Employee
Define Recurring Payments  \ Navigate Invoices Recurring Define	Recurring Invoices window  See: Entering Recurring Invoices  Navigator: Invoices > Entry > Recurring Invoices
Define Report Set  \ Navigate Setup Reports ReportSets	Request Set window  See: Defining Request Sets (Oracle Applications User's Guide)  Navigator: Other > Requests > Set
Define Reporting Entities  \ Navigate Setup Organization ReportingEntities	Reporting Entity window  See: Reporting Entities  Navigator: Setup > Tax > Reporting Entities
Define Rollup Groups  \ Navigate Setup Financials Flexfields Key Groups	Rollup Groups window  See: Defining Rollup Groups (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Groups. Enter criteria and choose Find.
Define Security Rule  \ Navigate Setup Financials Flexfields Validation Security Define	Define Security Rules window  See: Defining Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Define. Enable Value Set, enter search criteria, and choose Find.
Define Segment Values  \ Navigate Setup Financials Flexfields Validation Values	Segment Values window  See: Segment Values Window (Oracle Applications Flexfields Guide)  Navigator: Segment > Flexfields > Validation > Values. Enter search criteria and choose Find.
Define Set of Books  \ Navigate Setup Financials Books	Set of Books window  See: Defining Sets of Books (Oracle Public Sector General Ledger User's Guide)  Navigator: Setup > Set of Books > Define
Define Shorthand Aliases  \ Navigate Setup Financials Flexfields Key Aliases	Shorthand Aliases window  See: Defining Shorthand Aliases (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Aliases
Define System Options and Defaults  \ Navigate Setup System Options	Payables Options window  See: Payables Options  Navigator: Setup > Options > Payables
Define Tax Names  \ Navigate Setup Taxes Names	Tax Names  See: Tax Names  Navigator: Setup > Tax > Names
Define Tolerances  \ Navigate Setup Invoices Tolerances	Invoice Tolerances window  See: Invoice Tolerances  Navigator: Setup > Invoice > Tolerances
Define Value Set  \ Navigate Setup Financials Flexfields Validation Sets	Value Sets window  See: Value Sets (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Sets
Define Vendor QuickCodes  \ Navigate Setup System QuickCodes Vendor	(Payables) QuickCodes window  See: QuickCodes  Navigator: Setup > Quickcodes > Payables
Define Withholding Tax Groups  \ Navigate Setup Taxes Groups	Withholding Tax Groups window  See: Withholding Tax Groups  Navigator: Setup > Tax > Withholding > Groups
Distribution Inquiry  \ Navigate Controls DistributionInquiry	Distributions window  See: Reviewing Invoice Distributions  Navigator: Invoices > Entry > Invoices. Choose the Distributions button.
Enter Employee  \ Navigate Setup Organization Employees Enter	Enter Person window  See: Enter Person (Oracle Human Resources User's Guide)  Navigator: Employees > Enter Employees
Enter Invoices  \ Navigate Invoices Entry	Invoices window  See: Entering Invoices  Navigator: Invoices > Entry > Invoices
Enter Manual Payment  \ Navigate Payments Manual	Payments window  See: Recording Manual Payments and Wire Transfers  Navigator: Payments > Entry > Payments
Enter Prepayments  \ Navigate Payments Prepayment Enter	Invoices window, and enter invoice type Prepayment  See: Prepayments  Navigator: Invoices > Entry > Invoices
Enter QuickInvoices  \ Navigate Invoices Quick	Invoices window.  See: Entering Invoices  Navigator: Invoices > Entry > Invoices
Enter Rate Exceptions  (Zoom only)	Obsolete in GUI
Enter Standard Notes  \ Navigate Setup Invoices Notes	You can customize standard notices  See: Invoice Notices  From the Invoices window, choose the Actions button. Select Print.  or  You can write your own notes outside of Payables then attach them to invoices.  See: Attachments in Payables
Enter Vendor  \ Navigate Vendors Entry	Suppliers window.  See: Suppliers  Navigator: Suppliers > Entry. Choose the Open button.
Enter/Adjust Manual Payment  \ Navigate Controls Payment AdjustPayment	Payments window  See: Updating Payments  Navigator: Payments > Entry > Payments
Fix Payment Distributions  \ Navigate Controls Payment FixDistributions	Invalid GL Accounts window  See: Updating Invalid Payment Distribution GL Accounts  Navigator: Payments > Invalid GL Accounts
Format Payments  \ Navigate Payments Automatic Format	Payment Batch Actions window  See: Formatting Payments  Navigator: Payments > Entry > Payment Batches. Select the payment batch and choose Actions. Select Format payments, and choose OK.
General Ledger Interface  \ Navigate Tasks GLPost	From the Submit Request window, submit the Payables Transfer to General Ledger Program.  See: Payables Transfer to General Ledger Program (Posting)  Navigator: Other > Requests > Run
Invoice Approval  \ Navigate Invoices Approval	Holds window (of the Invoice Workbench)  See: Releasing Holds  Navigator: Invoices > Enter > Invoices. Choose the Holds button.
Maintain Countries and Territories  \ Navigate Setup System Countries	Countries and Territories window  See: Countries and Territories  Navigator: Setup > Countries
Maintain Distribution Sets  \ Navigate Setup Invoices DistributionSets	Distribution Sets window  See: Distribution Sets  Navigator: Setup > Invoice > Distribution Sets
Maintain Tax Certificates and Exceptions  \ Navigate Setup Taxes Certificates	Maintain Tax & Certificates window  See: Maintain Tax & Certificates  Navigator: Setup > Tax > Withholding > Certificates
Modify Invoice Selection  \ Navigate Payments Automatic Modify	From the Payments window, choose the Enter/Adjust Invoices button.  See: Updating Payments  Navigator: Payments > Entry > Payments
Payment Inquiry  \ Navigate Payments Inquiry	Payments window  See: Finding Payments  Navigator: Payments > Inquiry > Payments  or  Payment Overview window  See: Finding Payments  Navigator: Payments > Inquiry > Payment Overview
Reconcile Payments  \ Navigate Controls Reconciliation Manual	Use Oracle Cash Management to reconcile payments in Payables.  See: Oracle Cash Management User's Guide
Reset Payment Batch  \ Navigate Controls Payment ResetPaymentBatch	From the Payment Batches window, choose Actions. Select Confirm Payment Batch and choose OK.  See: Confirming Payment Batches  Navigator: Payments > Entry > Payment Batches
Resolve AutoClear Exceptions  \ Navigate Controls Reconciliation Exceptions	Use Oracle Cash Management to reconcile payments in Payables.  See: Oracle Cash Management User's Guide
Run Reports  \ Navigate Reports Standard	Submit Request window  See: Submitting Standard Reports, Programs, and Listings (Oracle Applications User's Guide)  Navigator: Other > Requests > Run
Set Up Aging Periods  \ Navigate Setup Reports InvoiceAging	Aging Periods window  See: Aging Periods  Navigator: Setup > Calendar > Aging Periods
Set Up Bank Information  \ Navigate Setup Banks	Banks window  See: Banks  Navigator: Setup > Payment > Banks
Stop Payment  \ Navigate Payments Stop	From the Payments window, select the payment and choose Actions. Select the Initiate Stop checkbox and choose OK.  See: Stopping Payments  Navigator: Payments > Entry > Payments
Submit AutoApproval Process  \ Navigate Tasks AutoApproval	From the Submit Request window, submit the Payables Approval Program.  See: Payables Approval Program  Navigator: Other > Requests > Run
Submit Expense Distribution Detail Report  \ Navigate Reports ExpenseDetail	From the Submit Request window, submit the Expense Distribution Detail Report.  See: Expense Distribution Detail Report  Navigator: Other > Requests > Run
Submit Invoice Import  \ Navigate Tasks InvoiceImport	From the Submit Request window, submit the Payables Invoice Import Program.  See: Payables Invoice Import Program  Navigator: Other > Requests > Run
Submit Purge (Purge Responsibility only)  \ Navigate Purge	Submit Purge window  See: Purging Records  Use the Purge responsibility Navigator: Purge
Update Personal Profile Options  \ Navigate Other Profile	Personal Profile Values window  See: Setting User Profile Options (Oracle Applications System Administrator's Guide)  Navigator: Other > Profile
Use Prepayments  \ Navigate Payments Prepayment Use	Apply/Unapply Prepayments window  See: Applying Prepayments to Invoices  Navigator: Invoices > Entry > Invoices. Query and select the prepayment or the invoice to which you want to match it and choose Actions. In the Invoice Actions window, check the Apply/Unapply Prepayment check box and choose OK.
VendorMerge  \ Navigate Controls VendorMerge	Supplier Merge window  See: Supplier Merge Program  Navigator: Suppliers > Supplier Merge
View Budgetary Control Transactions  (Zoom only)	In the Invoices window, if a transaction fails Funds Check, choose Budgetary Control from the Special menu.  See: Checking Funds for Invoices
View Employees  \ Navigate Setup Organization Employees View	Enter Person window  See: Enter Person (Oracle Human Resources User's Guide)  Navigator: Employees > View Employees
View Invoices  \ Navigate Invoices Inquiry	Invoices window  See: Reviewing Invoices  Navigator: Invoices > Inquiry > Invoices  Or  Invoices Overview window  See: Reviewing Invoices  Navigator: Invoices > Inquiry > Invoice Overview
View Notes  (Zoom only)	You can write your own notes outside of Payables then attach them to invoices.  See: Attachments in Payables
View PO Distribution Detail  (Zoom only)	Purchase Order Distributions window  See: Oracle Public Sector Purchasing User's Guide  Navigator: Invoices > Entry > Invoices. Choose the Distributions button. Choose the View PO button.
View Purchase Order Header  (Zoom only)	Purchase Orders window  See: Oracle Public Sector Purchasing User's Guide   Navigator: Invoices > Entry > Invoices. Choose the Distributions button. Choose the View PO button. Choose the New PO button.
View Purchase Order Line  (Zoom only)	Purchase Orders window  See: Oracle Public Sector Purchasing User's Guide  Navigator: Invoices > Entry > Invoices. Choose the Distributions button. Choose the View PO button. Choose the New PO button.
View Purchase OrdersShipment  (Zoom only)	Purchase Order Shipments window  See: Oracle Public Sector Purchasing User's Guide   Navigator: Invoices > Entry > Invoices. Choose the Distributions button. Choose the View PO button.
View Requests  \ Navigate Other Concurrent	Requests window  See: Viewing Requests (Oracle Applications User's Guide)  Navigator: Other > Requests > View
View Vendors  \ Navigate Vendors Inquiry	Suppliers window  See: Suppliers  Navigator: Suppliers > Inquiry. Choose Open.
Void Payments  \ Navigate Payments Void	Payments window  See: Voiding Payments  Navigator: Payments > Entry > Payments. From the Payments window, select the payment and choose the Actions button. Select the Void checkbox and choose OK.
Void Unused Documents  \ Navigate Controls Payment VoidCheckStock	Void Unused Payment Documents window  See: Defining and Maintaining Payables Payment Documents  Navigator: Setup > Payment > Banks. Choose the Bank Accounts button. Choose the Payables Documents button. In the Additional Information region, choose the Void Unused Payment Documents button.
XpenseXpress  \ Navigate Invoices XpenseXpress	Expense Reports window  See: Expense Reports  Navigator: Invoices > Entry > Expense Reports

 

See Also

Payables Workbenches