Invoice Overview

Use

You use this function to generate a list of invoices, for example, to check which documents were posted in the background or which were not posted and therefore have to be processed manually.

Features

Selection Criteria

You can use numerous selection criteria to narrow down the list of invoices selected, including:

  • Document number

  • Document type

  • Reference

  • Document header text

  • Fiscal year

  • Processor

  • Invoicing Party

  • Posting and document date

  • Invoice Status

You can select posted invoices, and can display invoices in the invoice overview that

  • were created using BAPIs

  • were created via evaluated receipt settlement (ERS)

  • were created using invoicing plan settlement

  • cancel another document

  • have been parked

You can also select and process parked and held invoices that have the following statuses:

  • Held

  • Parked

  • Parked as Complete

List of Invoice Documents

The list of invoice documents contains various information, including:

  • If the invoice was posted

  • When it was last verified

  • If the invoice contains items with unclarified errors or vendor errors

  • If the invoice is scheduled for background verification

  • If there is an error log for the invoices

  • The origin of the invoice document

  • The document type

  • Document date

  • Posting date

  • The document header text

You can go from the list to the individual documents that have not been verified or have been verified as containing errors and process them manually. You can process the documents in the same way as in the application Enter Invoice by double-clicking the document number.

Note Note

You can only process held documents created using transaction Enter Invoice for Verification in the Background , using the Invoice Overview . These documents are not displayed in the Worklist under the node Held Documents in the transactions Enter Invoice or Park Invoice .

Documents that contain errors and that were transmitted via EDI can also only be displayed using the Invoice Overview transaction.

End of the note.

Activities

  1. Choose Start of the navigation path Logistics Invoice Verification Next navigation step Further Processing Next navigation step Invoice Overview End of the navigation path .

  2. Enter selection criteria as required.

  3. Choose Display.

The system displays the list of invoice documents.

See also:

Invoice Status

Processing Invoices Following Background Verification

Aggregation

Deleting Invoice Documents

Changing Invoice Documents

Invoice Verification Online