One of your ideas has been delivered from your suggestion.Mobile - Managing Service Provider Invoices

This feature enables you to manage auto-generated invoices in the mobile app. You can view the invoices, add/edit line items, upload documents, and submit the changes for approval. This feature is only available for the Service Provider users.

A new Invoices box has been added to the dashboard in the service provider mobile layout. It will be hidden by default. You will have to enable it via the mobile layout by setting the hideOnDashboard to "false" for the invoices dynamic box.

Invoices Dynamic Box

Invoices Dynamic Box

When you tap on the Invoices box, you will navigate to Invoices List page.

Invoice List screen

Invoice List screen

When you tap a specific invoice item in the list, the Invoice Details screen opens. The fields on the List and Details screens are configurable through the mobile layout.

Invoice Details screen

Invoice Details Screen

The Invoice Details screen has header and footer sections. Line items for an invoice are shown in the Details screen. You can add a new line item or edit an existing line item.

Adding a line item

Adding a Line Item

You can upload documents to support the line items. The Submit button saves the invoice updates and submits them for approval.

Business Impact:

You can now manage your time critical auto-generated invoices from the mobile app.

Steps to Enable

  • Enable the Invoices dynamic box by setting the "hideOnDashboard" field to "false" in the mobile layout.
  • Add the following ACL’s: REST - Invoice – View, REST - Invoice – Update
  • Create VPD to Limit Invoice Access:
    If you are giving your SERVPROV users access to invoice ACLs, then you should also add an Invoice VPD to your SERVPROV VPD. Use the following text for your VPD definition:
    exists (select 'x' from user_association where user_association.gl_user_gid = vpd.get_gl_user() AND user_association.user_association_qual = 'SERVPROV' and invoice.servprov_gid = user_association.user_association_value)

Tips And Considerations

Add the following to properties set to avoid saved query delays:

  • glog.fusion.cil.restapi.config.disableDefaultChildRefResourceExpansion=true
  • glog.fusion.cil.restapi.config.expandChildRefResources=false

Custom Accessorial Code GIDs can be configured by adding them to the invoice details section "accessorialCodeGids" in mobile layout:

Example:
 "accessorialCodeGids" : [
       "GUEST.0011",
       "GUEST.0012",
      "GUEST.0013",
      "GUEST.0014"
]