Applying Holds to Expense Reports_SPD
of 4
Transcript of Applying Holds to Expense Reports_SPD
-
8/16/2019 Applying Holds to Expense Reports_SPD
1/4
System Process DocumentTopicName
Department
Responsibility/Role
File Name 318907452Revision
Document Generation Date 02/07/2008
Date Modiied 4/21/2009 11:49:00 AM
!ast "#an$ed by
Status
%pplyin$ &olds To '(pense ReportsTri$$er)
"oncept
At any time, before you submit an Expense Report Export for an expense report, you can
apply a single User-defined hold to an expense report.
When you apply holds, you can prevent payment of the invoice that Payables creates from the
expense report. f you select a hold that prevents accounting, you can prevent the creation of
accounting entries for the invoice.
n this topic, you !ill apply holds to expense reports, using the Invoice Workbench page.
Re*uired Field+s, "omments
-utput . Result+s, "omments
%dditional Inormation
Last changed on: 4/21/2009 11:49:00 AM Page 1
-
8/16/2019 Applying Holds to Expense Reports_SPD
2/4
System Process DocumentTopicName
Procedure
Ste Action
" #egin by navigating to the Invoice Workbench page.
$lic% the vertic!" scrollbar.
& $lic% the P!#!b"e$% &i$ion 'er!tion$ ()SA* lin%.
' $lic% the Invoice$ lin%.
( )he Invoice Workbench is a group of !indo!s that you use to enter, ad*ust,
and revie! your invoices and invoice batches.
)he primary !indo! in the Invoice Workbench is the Invoice$ page. )he
Invoice$ page is divided into the follo!ing regions+
nvoice eader
eneral
/ines
olds
0ie! Payments
1cheduled Payments
0ie! Prepayment Applications
2ou !ill use the Invoice Workbench to find invoices, using different criteriali%e for example, the nvoice 3umber.
Page 2 Last changed on: 4/21/2009 11:49:00 AM
-
8/16/2019 Applying Holds to Expense Reports_SPD
3/4
System Process DocumentTopicName
Ste Action
4 $lic% the &ie+ menu.
or Press ,A"t-&..
5 Point to the uer# # !"e menu.
6 $lic% the nter menu.
or Press ,..
7 $lic% in the Invoice u field.
8 Enter the desired information into the Invoice u field. Enter 9W30909.
": $lic% the &ie+ menu.
or Press ,A"t-&..
"" Point to the uer# # !"e menu.
"& $lic% the 6un menu.
or Press ,6..
Last changed on: 4/21/2009 11:49:00 AM Page 3
-
8/16/2019 Applying Holds to Expense Reports_SPD
4/4
System Process DocumentTopicName
Ste Action
"' 2ou !ill use the o"d$ tab in the Invoice Workbench page to enter user-
defined holds.
3ote that you can apply only one user-defined hold to an expense report."( $lic% the 3 o"d$ tab.
"4 Enter the desired information into the o"d !e field. Enter 9 6eort
eed ! bi""9.
"5 $lic% in the o"d 6e!$on field.
"6 $lic% the S!ve button.
"7 2ou have completed applying holds to expense reports using the Invoice
Workbench page.
nd o Procedure
Page 4 Last changed on: 4/21/2009 11:49:00 AM
