Create Voucher From Purchase Order Options Dialog Box
Use this dialog box to enter information for generating an AP voucher from the purchase order that you link to the AP invoice that is being final approved 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 .
- When you enter purchase order items in the Purchase Order field for an AP invoice on the General tab of the AP Invoice Approvals form. Vision will automatically generate the AP voucher from the 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. The information is used to automatically generated the AP voucher when you click . After you final approve the AP invoice and the AP 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 have access to the Create Voucher From Purchase Order Options dialog box, you must have full access to the
menu (specified on the General 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.
- In the menu drop-down list, click Create Voucher From Purchase Order Options. This option displays only if you have the Purchase module activated in Vision.
This dialog box automatically displays if you try to final approve an AP invoice that has a purchase order entered for it, without entering the required AP voucher information on this dialog box.