Reviewing Invoice Batches Awaiting Approval Using a Mobile Tablet Application
To review batches of invoice entries using a tablet:
Open the application by tapping the Invoice Appr icon on your device, and then log in.
See Logging In to Mobile Enterprise Applications.
On the Invoice Batch Approval home screen, you can view the list of batches that are currently awaiting approval.
The batches are categorized by users and are graphically displayed in the Invoice Batches to Approve by User section. Each colored portion of the pie chart depicts the percentage of the batches that are awaiting approval for each user.
To refine the list of batches displayed, tap the Filter button at the top of the left pane. You can filter the batches by:
Batch Date
User
Batch Number
Batch Type
By default, the system populates this filter field with the batch type specified in the Batch Type processing option of the version of the Work With Batches program (P0011) that you use for the mobile application.
In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
Takes you to the list of batches that are displayed based on your filter values
Saves the filter values that you entered
The system displays the saved filter values the next time you open the filter screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
Takes you to the list of batches associated with the last saved filter values, if applicable
Ignores the filter values that you entered, and restores the last saved filter values to the filter fields
To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.
To review the details of a batch, tap the batch from the list of batches.
The system displays the Invoice Journal Review screen. The left pane has a list of invoices associated with the batch.
For an invoice that involves foreign amounts, the foreign amount and the foreign currency is displayed in the list.
In the right pane, the system displays the header and the line-level details of the first invoice in two tabs: Invoice Details and G/L Distribution. The Invoice Details tab is displayed by default.
To refine the list of invoices displayed, tap the Filter button at the top of the left pane. You can filter invoices by:
Invoice Number
G/L Date
Invoice Type
Invoice Company
Customer Name
In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system displays invoices based on your filter values.
To discontinue the use of filter values, and to close the filter screen, tap the Cancel button.
To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.
To review details of a different invoice, tap the invoice in the left pane. The selected invoice is highlighted in the invoice list. In the Invoice Details tab on the right pane, you can:
Review the invoice header information, such as customer name and number, company name and number, invoice date, G/L date, payment terms, and exchange rate (if the invoice is for a foreign transaction).
Review line-level details of the invoice, such as the business unit, due date, discount due date, gross amount, open amount, discount available, payment status, and remark.
Review text and photo attachments associated with an invoice entry. Tap the first button on the left of the line to open the text attachments. The system retrieves the text attachment from the base EnterpriseOne system and displays the texts in a different screen. To view photos attached to an invoice entry, tap the button below the text attachment button. The system displays the photos in a different screen with a list of photos in the left pane, and the first photo in the list, on the right pane.
When there are no image and text attachments associated with the invoice, the buttons are disabled.
To review general ledger distribution information, tap the G/L Distribution tab. You can review header information, such as the customer name and number, amount to distribute, explanation, exchange rate, and G/L date.
Below the header information, you can review line-level details of how the invoice amount is distributed to multiple accounts. You can tap on the text and image buttons to view text and image attachments.
To return to the list of batches, tap the Batches button at the top left of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.