Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated the digi-accordion macro with the following parameter(s): []


Panel
borderColor#72B0DE
bgColor#72B0DE#F0F0F0


Digi accordionexpand
titleSummitAI Procurement
Procurement


Digi accordionexpand
titleConcepts

Procurement Cycle

Purchase Request

Purchase Order

Goods or Services Received Note

STPI and CT3 Approval Process for Procuring Assets


Digi accordionexpand
titleEnd User

Raising Purchase Request

Viewing Purchase Requests


Digi accordionexpand
titleProcurement Team

Purchase Order

Raising Purchase Order

Viewing Purchase Orders

STPI and CT3

Applying for Import Certificate

Applying for Excise Duty Exemption Certificate

GRN and SRN

Generating GRN for a Purchase Order

Generating GRN for a Purchase Request

Generating SRN for a Contract Purchase Order

Invoice

Generating Invoice

Viewing Invoice List

Approval List

Approving Budget

Approving GRN or SRN

Approving Invoice

Approving PO or CPO

Approving PR

Approving PR Quotation

Approving Vendor

Updating Annexure - XIII and Bond Details

Uploading PR Quotation

Exporting Goods to Inventory


Digi accordionexpand
titleAdministrator

Application Settings

Configuring Application Settings

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Managing HOD

Mapping Approver

Budget

Adding Budget

Configuring Budget Period

Importing Budgets

Reallocating Budget

Searching Budgets

Transferring Budget

Updating Budget

Vendor

Adding Vendor

Assigning Vendor to Evaluator

Configuring Evaluation Questions

Evaluating Vendor

Searching Vendor

Updating Vendor

Currency Master

Configuring Currency Master

Enforcing Status

Enforcing Status

Feedback Configuration

Configuring Feedback Questions

Configuring Rating

Goods or Service Category

Configuring Goods or Service Category

Master Configuration

Adding Master Configurations

PO Template

Creating Purchase Order Template

Procurement Instance

Configuring Address for Tenant

Configuring Prefix Code for Tenant

Configuring Procurement Module Using Form Builder

Creating Prefix Code

Creating Procurement Tenant


Digi accordion
expandedtrue
Expand
titleReports

Viewing Reports


Scroll export button
scopecurrent
template-idc9a14909-8f27-452d-bca0-164bee1a9265
captionDownload this Page
add-onScroll PDF Exporter

Report Description

This report displays the invoice status(es) for the selected filter criteria. Specify the filter criteria to view the particular set of Invoices. For more information about viewing reports, see Viewing Reports.

FieldDescription
InstanceSelect the Instance for which you want to view the Invoice Status Report.
Invoice StatusSelect the Invoice Status for which you want to view the Invoice Status Report.
Invoice Date BetweenSelect the purchase request From and To date for which you want to view the Invoice Status  Report.


Invoice Status Report page
Figure: Invoice Status Report page

This report displays the invoice status details. Click the Invoice Code hyperlink to view the respective Invoice Code details.

Click Image RemovedImage Added to view the PR Code, PO Code, PO Status, and PO Date. 

The following table describes the fields and icons displayed on the Invoice Status Report page.

FieldDescription

Image RemovedImage Added

Click the icon to save the report.

Image RemovedImage Added

Click the icon to print the report.

Image RemovedImage Added

Click the icon to export the report to a Microsoft Excel Sheet. Click the drop-down arrow, and then click the appropriate option to export the report in Microsoft Word, CSV and XML formats

Image RemovedImage Added

Click the icon to e-mail the report.

Image RemovedImage Added

Click the drop-down arrow to set the number of records that you want to view on one page.

Image RemovedImage Added

Click the icon to modify the report in the report designer. You can add fields, modify field values, add filter values, and so on. For more information about modifying the report, see Creating New Reports.
Refresh EverySelect the appropriate duration from the drop-down list. The report is refreshed automatically after the selected duration.
UPDATE RESULTSClick the button to update the report.

FIELDS tab


Multiple-Selection List BoxSelect or remove the fields in the Multiple-Selection List Box to display the report as per your requirement.

Image RemovedImage Added

Click the button to move the selected fields in upward direction.

Image RemovedImage Added

Click the button to move the selected fields in downward direction.

Image RemovedImage Added

Click the button to view and modify the properties of the selected fields.
UPDATE RESULTSClick the button to update the report after adding, removing or reordering the selected fields.


Note
titleNote:

You can customize the fields using the various options in the tool bar. For more information, see Dashboard.


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue

truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents