Actions 

Use

You use actions to organize and process items in a Payment Release List application. For example, you can create lists, assign items to lists, approve items, and perform other actions that are relevant for the payment release process.

Integration

In Customizing for Payment Release List, you can define the following settings for actions:

●      Whether actions appear in the list header area or on the list tabs

●      Positions of the actions on tabs

●      Icons used to represent the actions,

●      Pushbutton label (if required) and quick info text

If approval levels are defined for a Payment Release List application, you can also disable certain actions for different approval levels in Customizing.

Features

The following list gives examples of actions provided by Payment Release List.

In Payment Release List, you can display information about the actions by choosing the icon with the quick info text Action Information.

Actions relevant for lists (header area only)

●      Create a list

●      Display the list attributes

●      Change list attributes

●      Change the processor responsible for a list

●      Close a list

Actions for processing items

●      Dynamic Selections (the system retains your selection criteria)

●      Assign items to a list

●      Unassign items from a list

●      Approve items

●      Refuse items for payment

●      Reset the approval level of items that need to be reviewed

●      Move items in a processor's list to another list of the same processor

●      Send items from one processor's list to another processor's list

●      Pay items

●      Check whether open items in a list have been changed, cleared or reversed and update the items

Actions for monitoring items

●      Display the approvers of an item

●      Display an item log

Action for navigation

You can display different types of information by double-clicking the corresponding field.

●      Document number

Displays the line item

●      Payment document number

Displays the payment document

●      Proposal run

Displays the proposal log

●      Payment run date

Displays the payment run