Scanned Payable Document Fields

Here is a description of the fields that make up a Scanned Payable Document.

Key -

* – Mandatory field

R – Read-only

Field

  

Description

Account

  

The account that relates to the payable document. 

Company

 R

The company that relates to the payable document. 

Note: In the Scanned Payable Document the Company field in the header has been made read only. So, only the administrator can make the changes in the Company field.

Due Date

  

Due date on the scanned payable document.

Error Details

 R

Information about the error when parsing the payable document or creating a payable invoice.

Invoice Currency

  

Invoice currency on the scanned payable document.

Invoice Date

  

Invoice date of the payable document.

Invoice Total

  

Invoice total of the scanned payable document.

Net Total

  

Net total of the scanned payable document.

Status

 R Status of the scanned payable document. The following are the scanned payable document status:
  • Complete
  • Confirmed
  • Discarded
  • Failed
  • New
Note: You can only edit a scanned payable document that is in " Failed " status.

Vendor Invoice Number

  

Vendor invoice number in the payable document.

Quick Action Buttons

Here are the buttons added to the Scanned Payable Document.

Button 

Description

Confirm

Confirms the changes on the Review & Edit window.
Create Invoice

Creates an invoice from the scanned payable document.

Note: The Create Invoice button is visible only for scanned payable documents with "Confirmed" status.

Create Payable Invoice

Creates payable invoice from the scanned payable document.

Discard

Discards the scanned payable document.

Note: The Discard button is visible only for scanned payable documents with "Failed" status.
Edit

Edits the scanned payable document.

Note: The Edit button is visible only for scanned payable documents with "Failed" status.
Save & Continue Later Saves any unsaved changes on the lines and then you can continue editing the document later.
Review & Edit Review the scanned payable document along with a preview of the attached invoice in a window. You can edit the document if anything is missing or inaccurate.

Buttons

Here are the buttons available on the Line Items tab of Scanned Payable Document Lightning page.

Button

Description

Cancel

Cancels the unsaved changes in the grid.

Note: The Cancel button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.

Save

Saves the lines.

Note: The Save button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.

Company Fields

The Company object is a core component of Certinia Foundations. Other Certinia applications use this object and add fields, buttons, and functionality to it.

Standard Items

Here is a description of the Company fields and buttons that are part of Foundations.

Field

Description

Scanned Payable Document Email

The email ID from the email service that is used to assign the company to payable documents.