Locating Documents from a Voucher ID Concept Locating

Locating Documents from a Voucher ID Concept

Locating Documents from a Voucher ID

Locating Documents from a Voucher ID Step 1 Begin by navigating to the Voucher Document Status page. Click the Scroll down arrow.

Locating Documents from a Voucher ID Step 2 Click the Accounts Payable menu.

Locating Documents from a Voucher ID Step 3 Click the Review Accounts Payable Info menu.

Locating Documents from a Voucher ID Step 4 Click the Vouchers menu.

Locating Documents from a Voucher ID Step 5 Click the Document Status menu.

Locating Documents from a Voucher ID Step 6 Click in the Voucher ID field.

Locating Documents from a Voucher ID Step 7 Enter the desired information into the Voucher ID field. Enter "00000098".

Locating Documents from a Voucher ID Step 8 Click the Search button.

Locating Documents from a Voucher ID Step 9 The Voucher Document Status page displays all the documents associated with the voucher ID entered on the search page.

Locating Documents from a Voucher ID Step 10 Click the Voucher ID link to view the Voucher Inquiry page in a separate browser. Click the 00000098 link.

Locating Documents from a Voucher ID Step 11 Use the Voucher Inquiry page to search for and review information about vouchers.

Locating Documents from a Voucher ID Step 12 Click the Close window button.

Locating Documents from a Voucher ID Step 13 Click the link in the Match Status field to access one of the Match Workbench pages in a separate browser. Either the Matched link or the Match Workbench link will be displayed. The inquiry you access is dependent on the voucher's match status. This link is only active for vouchers that require matching. Click the Matched link.

Locating Documents from a Voucher ID Step 14 Use the Matched Vouchers page to view match information for associated vouchers, purchase orders, and receipts.

Locating Documents from a Voucher ID Step 15 Click the Close window button.

Locating Documents from a Voucher ID Step 16 Click the DOC ID link to go to the inquiry page for that document in a separate browser. You access an inquiry page related to the document type you select. For example, for a PO, you access the Purchase Order inquiry page. For a receipt, you access the Receipts inquiry page. Click the POAP-DM link.

Locating Documents from a Voucher ID Step 17 Use the Purchase Order page to view purchase order information.

Locating Documents from a Voucher ID Step 18 Click the Close window button.

Locating Documents from a Voucher ID Step 19 Next, view the receipt information. Click the POAP-DM link.

Locating Documents from a Voucher ID Step 20 Use the Receipts page to view detailed receipt information.

Locating Documents from a Voucher ID Step 21 Click the Close window button.

Locating Documents from a Voucher ID Step 22 Next, view the voucher information. Click the POAP-DM link.

Locating Documents from a Voucher ID Step 23 Scroll to view the voucher details. Click the vertical scrollbar.

Locating Documents from a Voucher ID Step 24 Click the Close window button.

Locating Documents from a Voucher ID Step 25 Click the Doc Status Inq button.

Locating Documents from a Voucher ID Step 26 Use the Document Status page to view document status. This page contains links to related documents.

Locating Documents from a Voucher ID Step 27 Click the Close window button.

Locating Documents from a Voucher ID Step 28 The Related Info tab appears only if the transaction was posted or if the related vouchers require matching. Use this tab to view additional information. Click the Related Info tab.

Locating Documents from a Voucher ID Step 29 Click the Match Workbench link to access one of the Match Workbench pages in a separate browser. This link is only active for related vouchers that require matching. The inquiry you access is dependent on the related voucher's match status. Click the Match Workbench link.

Locating Documents from a Voucher ID Step 30 Use the Match Overridden Workbench Details page to view match override information.

Locating Documents from a Voucher ID Step 31 Click the Close window button.

Locating Documents from a Voucher ID Step 32 Click the Accounting Entries link to access the Voucher Accounting Entries page in a separate browser. Payment accounting entries are based on vouchers. This link appears if the transaction was posted. Click the Accounting Entries link.

Locating Documents from a Voucher ID Step 33 Use the Voucher Accounting Entries page to view voucher accounting information.

Locating Documents from a Voucher ID Step 34 Click the Close window button.

Locating Documents from a Voucher ID Step 35 You have successfully located documents related to a voucher. End of Procedure.