The find mode will allow users to search by supplier. It will automatically default to the column on which the sort is applied (identifiable by the icon).

The review mode shows a summary of the invoice and PO.

The ready to process button allows a user to formally signal to the system that an invoice has been accepted and the details have been satisfactorily verified. 

A warning will appear as shown below. If accepted, the invoice will move to the PSA Air - Invoice Register - Ready for Processing screen. If rejected, the invoice will go back to the PSA Air - Validate Invoices screen. 

The Department mode will allow the user to modify the department for the invoice. You can see how departments can be automatically allocated at the supplier level in the Supplier Details section or how it is allocated by PO GL coding in the Departments GL Prefix section. 

Refer to Invoice Register - Finance - Add Orders

The direct code mode allows the user to select the GL accounts relating to the invoice.

Click on the the icon or press F2 to access the list of available accounts. Enter the amount allocated to each account.

This allows the user to see the historic of of changes made to the invoice.

The due date button allows the user to modify the due date.

The Good Receipt Mode is to streamline the user to be able to do a Good Receipt to a PO if needed. The user must have access to do a good receipt for this mode to work.

When a purchase order is in status 40 On Order and the goods/services have been physically received, then the user can do a good receipt.

The user will hit the received mode at the top. Tab over till they get to the received column and enter the value they would like to receive. Once they are done with that they will use the mode submit and quit at the top. Once the goods are received the PO status will change to 70 Goods Updated.

The enter requisition mode brings the user to the RAPS Enter Req screen.

See the RAPS Requisition Entry section for more details.

The reverse mode deletes the invoice from PSA Air and reverses the CR Hold posting on the selected transaction date.

The invoice authorize button allows the user to post the invoice.

An invoice can be invoice authorized if:

• A GL account or PO number has be assigned to it
• If the it's a PO, it needs to be at the 70 status goods updated

This allows the user to download a version of the PDF directly from the Pronto server. It is not as efficient as downloading through document register, as it uses a binary download, so large invoices could take a considerable amount of time to download.

The notes on an invoice can be stored against an invoice from the validate screen all the way through to the invoice being finally posted to the suppliers ledger.

If an invoice has no notes against it, the screen will automatically go into Entry mode.

Accordion Body

The drill down mode allows the user to access the different menus below directly form the PSA Air - Invoice Register - Finance screen.

This is a shortcut key to access the user definable dashboard. 

The doc reg button opens up a new tab which takes the user to the document register website. This is the folder where the files are hosted.