Worklist

Use

You can use the worklist in the applications Enter Invoice and Park Invoice. The worklist displays invoice documents that you have already processed using the transactions Enter Invoice or Park Invoice, but which have not yet been posted and for which you are the last processor. The documents are displayed under the following nodes:

  • Held documents

  • Parked documents

  • Documents complete for posting

Note Note

If employees want to process invoice documents that are not displayed in the worklist, they must know the number of the invoice. For more information, see Processing Invoice Documents.

Documents that were created using the transaction Enter Invoice for Verification in the Background are not displayed in the worklist. To process these invoices, use the transaction Invoice Overview.

End of the note.

Integration

In the same area, you can show or hide the worklist or PO Structure as you require.

Features

To edit or display invoice documents, you can double-click the document number in question to select it from the worklist. Generally, the invoice documents are called in change mode.

Note Note

If other employees are already processing the documents, you can only display them.

End of the note.

You can change the width of the worklist area and read the following information on the held or parked documents, if available:

  • Document number

  • Reference document number

  • Vendor

  • Amount in document currency

Activities

  • You can show or hide the worklist as required. You choose Show worklist or Hide worklist as appropriate to do this.

  • You can increase and reduce the worklist display area.

  • You can change the width of the columns, but you cannot save these changes.

  • You can choose the document that you want to process by double-clicking the document number.

  • After you process a document, you can update the worklist by choosing Refresh Worklist (Refresh Worklist) in the application toolbar.

Note Note

Personalized Display

When you call up the application again, the system proposes the last personal setting chosen.

End of the note.

See also:

Document Parking