Approving Invoices

Page Name	Definition Name	Usage
Manage Invoice Approval - Line Summary Page	SPF_INV_APR_LNDTL	View invoice lines that you are authorized to approve.
Manage Invoice Approval - Line Detail Page	SPF_INV_APR_TIME_D SPF_INV_APR_PLOG_D	View invoice line details, make adjustments to line amounts, expenses, and tax percentages, and enter comments before approving or denying the invoice line. Manage Invoice Approval - Line Summary Page
Manage Invoice Approval – Invoice Line Adjustment Detail Page	SPF_INV_TIME_ADJ SPF_INV_PLOG_ADJ	View adjustment history Manage Invoice Approval - Line Summary Page
Invoice To Address Page	SPF_ADDRESS	View the supplier's invoice to address. Manage Invoice Approval - Line Summary Page
Remit To Address Page	SPF_ADDRESS	View the supplier's remit to address. Manage Invoice Approval - Line Summary Page
Currency Information Page	EXCH_RT_DTL_INQ	View multicurrency information. Manage Invoice Approval - Line Summary Page
Work Order Details Page	SPF_WO_REQ_VEN_DT	View details of the work order related to the invoice. Manage Invoice Approval - Line Summary Page
Purchase Order Inquiry - Purchase Order Page	PO_LINE_INQ	View details of the purchase order related to the invoice. Manage Invoice Approval - Line Detail Page
Approve Timesheet Page	SPA_TIME_APPROVE	View time reports. Manage Invoice Approval - Line Detail Page
Services Expense Report - Services Expense Report Details Page	SPA_SHEET_LINES2	View expense reports. Manage Invoice Approval - Line Detail Page
Create Progress Log Submittal - Progress Log Summary Page	SPA_PLOG_LINES	View progress log reports. Manage Invoice Approval - Line Detail Page

Use the Manage Invoice Approval - Line Summary page (SPF_INV_APR_LNDTL) to view invoice lines that you are authorized to approve.

Navigation:

Click the worklist , select the worklist entry for an invoice.

Manage Invoice Approval - Line Summary page (1 of 2)

Manage Invoice Approval - Line Summary page (2 of 2)

You can access this page when you sign in as a PeopleSoft Services Procurement approver and click the Worklist and worklist entry

Field or Control	Description
Line Amount	Displays the total amount for the invoice line, excluding expenses and taxes.
MSP Fee (managed service provider fee)	Displays the amount paid to the MSP supplier for managing the service. This option appears and is included in the estimated invoice total only if MSP is installed and the supplier is an internal supplier. External suppliers have the MSP fee shown, but it is not included in the estimated invoice total.
VMS Fee (supplier-managed service fee)	Displays the amount paid to the VMS suppler for managing the service. This option appears and is included only in the estimated invoice total for VMS invoices.
Expense Amount	Displays the total expense amount in base or work order currency.
Estimated Tax	Includes VAT and sales tax, but not use tax.
Estimated Total	Displays the sum of the line amount, expense amount, MSP or VMS fee, and estimated tax.
Work Order Details	The Work Order Details tab in the Invoice Line Information grid shows the information related to the work order.
View Work Order	Click to view additional work order details.
Supplier	Displays the end supplier for invoices that are under-VMS-managed. This field is shown only when VMS applies on the work order.
Service Provider	Displays the service provider associated with the work order. This is displayed only for resource-based invoices.
Timesheet ID	Displays the time sheet associated with the invoice line. This is displayed only for resource-based invoices.
Period End Date	Displays the period end date for the time sheet associated with the invoice line. This is displayed only for resource-based invoices.
Expense Sheet ID	Displays the expense sheet associated with the invoice line if one exists.
Amount Information	The Amount Information tab in the Invoice Line Information grid shows the amounts for the invoice line.

Deliverables Based Invoice Approval

Field or Control	Description
Progress Log ID	Displays the progress log ID associated with the invoice line.
Activity	This field appears for deliverables-based requisitions for rate-based and milestone-based activities.
Percent Complete	This field does not appear for milestone, fixed-amount, and rate-based progress logs.

Field or Control	Description
View Invoice Approver(s)	Click to view a graphical map of the approval workflow. The graphical map for the workflow displays invoice approvers. The title for the workflow is the name of the stage or path defined in the Approval Process Definition. The invoice thread description shows the Invoice Line number and its approval status. The graphics provide information about individual approvers and the status of their approvals, and vary in color depending on the approval status.

Field or Control

Description

View Invoice Approver(s)

Click to view a graphical map of the approval workflow. The graphical map for the workflow displays invoice approvers. The title for the workflow is the name of the stage or path defined in the Approval Process Definition. The invoice thread description shows the Invoice Line number and its approval status. The graphics provide information about individual approvers and the status of their approvals, and vary in color depending on the approval status.

Use the Manage Invoice Approval - Line Detail page to view invoice line details, make any adjustments or both

Access adjustment history.

Navigation:

Click the Details Icon for a line in the Invoice Approval Line Summary page.

The information appearing on this page depends on the selected service method and is similar to the information appearing on the Invoice Line Detail page.

You can view invoice lines that you are authorized to approve, and enter comments before approving or denying invoice lines.

Field or Control	Description
Timesheet ID, Expense Sheet ID, and Progress Log ID	Displays the time sheet, expense, or progress log associated with the invoice line. Click to view the time sheet, expense, or progress log details.
Period End Date	Displays the period end date of the time sheet associated with the invoice line.
View Adjustments	Click to view adjustments. When you make an adjustment to an invoice line amount, the system creates an entry for the Invoice Adjustment table. This provides a history of changes for invoices.

Approving Invoices

Pages Used to Approve Invoices

Manage Invoice Approval - Line Summary Page

Deliverables Based Invoice Approval

Manage Invoice Approval - Line Detail Page