Payment Invoice and BOL Back Actions and SmartLinks

This page is accessed via:

Financials > Payment Invoice Management > Payment Invoice > Actions
Brokerage and Forwarding > Booking > BOL Back > Actions

Note: Batch settlement actions can be performed using the Process Manager.

Option	Sub-option	Action
Business Process Automation	Documents	Assign Document Sets Attach Documents Generate Document Limited Documents Upload Document View Document Sets
	Milestone Monitors	Assign Assign Milestone Monitor Event History
	Reports	Custom Reports Various Public Reports
Financials	Invoice	Add Child Invoice to Consolidated Invoice Approve Invoice Approve Invoice Preprocess Create Consolidated Invoice Create Credit Note Generate Invoice Number Invoice Auto Approve Adjusted Costs Reject Invoice Remove Child Invoice from Consolidated Invoice Unapprove Invoice Unreject Invoice
	Matching	AutoMatch Invoices Find Valid Matches Manual Match Invoice Override Match Validation Recover Match Failed Invoice Unmatch Invoice Validate Match
	Settlement	Allocate Voucher Assign Invoice General Ledger Codes
	Taxes	Calculate Manual VAT Calculate Provincial Tax Calculate VAT
	Utilities	Change External Status Copy Invoice Mark for Purge Modification Acknowledged Send Allocation Interface Send Payment Interface Send Voucher Interface Set Exchange Rate Set GL Date Set Image Set Indicator
	View	Audit Trail

SmartLinks

Right-click on any ID to launch the following SmartLinks.

SmartLink	Displays
Documents	Shows related documents
Full Audit	Audit Trails results page displaying all changes that were made to the invoice. You can also perform a limited audit using the appropriate action above.
Status	Displays the statuses for the invoice.
View Child Invoices	Child invoices related to a parent consolidated invoice.
View Matched Shipment	Buy shipments, if any, that are matched to the invoice.
View Related Shipment Group	Displays the shipment groups associated with the invoice.
View Service Provider	Service provider information for the invoice.
View Related Vouchers	Displays vouchers created from the invoice.

Related Topics

Invoice Manager: Header

Bill of Lading Back Manager: Header