You find this procedure under the Accounts Payable menu in the Purchase module. This is not a standard procedure. It is a procedure which belongs to the supplement MONITOR Electronic Invoice Management (EIM).
The Search Supplier Invoice procedure.
When the procedure is opened you will see the Create tab where you can search by a number of different terms such as Supplier code, Consecutive number, Signer etc. You can also choose among these list types:
Not Authorized
This list type shows which invoices that are on authorization round. Here you can check which users that have the invoices, how long they have had them and if any of the invoices are closing in on their due date. The due date is shown in red if it is less than five days until it becomes overdue.
Example of the Not authorized list type.
If the list is classified by Consecutive number, it is possible to move an invoice to another signer by changing in the Signer column.
If the setting "Also future signer" has been checked in the Create tab, it is possible to see the future signers. This way you are able to see which users that will receive the invoice when the invoice has been sent to several persons via an authorization list. Since the list is updatable you can change the authorization order for any invoice directly via this procedure.
For Final Coding
This list type displays the invoices that have completed their authorization round and are awaiting the final coding.
Example of the For final coding list type.
In this list it is not possible to modify any information. But you can see which person/persons that authorized the invoice and on what date.
Final Coded
This list type displays all invoices with at least the status final coded (that is, also paid invoices).
Example of the Final coded list type.
In addition to some information about the invoice and who authorized it, you can also see when the invoice was final coded.
If the check box Coding has been selected in the Create tab you can also see how each invoice has been coded.
Reminder via E-mail
If you chose the list type Not authorized you have the option to check this setting. This list is used when you wish to send reminders via e-mail saying that the person in question has invoice/invoices to authorize.
Reminder via e-mail.
Check the persons that you want to send reminders to and finish by clicking on the "running man" at the very top of the toolbar.
Forward
If you chose the list type Not authorized you have the option to check this setting. This list is used when you wish to automatically forward an invoice if a certain signer has had it for too long or if it is about to be overdue. This list can be handy to run via the Agent function in MONITOR (supplement). To be able to use this list you first have to configure some settings for the respective user in the Users procedure in the Global Settings module. These setting are located in the Send forward section.
The Not authorized list type, with automatic forwarding.
For each invoice you can see information about due date, delay after it reached the signer, from and to whom the invoice will be forwarded and the cause. Check the Forward check box and save, then the invoices will be forwarded.