Create Transaction Center AP Voucher Options Dialog Box
Use this dialog box to enter AP voucher information for generating an AP voucher from the final approved AP invoice on the AP Invoice Approvals form.
This dialog box applies:
- For the final step of an AP invoice approval, if a Create Voucher action was specified for the final step for the AP invoice approval workflow in .
- If you leave the Purchase Order field on the General tab of the AP Invoice Approvals form blank. Vision automatically generates the AP voucher from the AP invoice, not from a linked purchase order.
You complete the information on this dialog box before you click
on the AP Invoice Approvals form to final approve an AP invoice. Vision uses this information to generate the AP voucher automatically when you click . After you final approve the AP invoice and the voucher is generated, you post the AP voucher transaction file in . The data on the dialog box is cleared out whenever you leave or reload the AP Invoice Approvals application.Role Security
To access the Create Transaction Center AP Voucher Options dialog box, you must have full access to AP voucher transaction types (specified on the Accounting tab in
).Location
To display the dialog box, complete the following steps:
- From the Navigation menu, click .
-
On the AP Invoice Approvals form toolbar, click
Voucher Options.
- If you have the Purchasing application activated and either
Full Access to all Transaction Types or the
Enter option that is selected on the Accounting tab of
Transaction Center AP Voucher Options in the menu drop-down list.
The Create Transaction Center AP Voucher Options dialog box opens.
, click
- If you do not have the Purchasing application activated, the Create Transaction Center AP Voucher Options dialog box opens automatically when you click Voucher Options.
- If you have the Purchasing application activated and either
Full Access to all Transaction Types or the
Enter option that is selected on the Accounting tab of
Transaction Center AP Voucher Options in the menu drop-down list.
This dialog box automatically displays if you try to final approve an AP invoice without entering the required AP voucher information on this dialog box.