There may be times you want to ensure if an image/invoice has already been processed or if a Voucher document already exists for a particular invoice. The Invoice Inquiry dialog
There may be times you want to ensure if an image/invoice has already been processed or if a Voucher document already exists for a particular invoice. The Invoice Inquiry dialog
Inquiry (Route It Option) When you need to route a specific image in a batch to someone else, who will then route it back to you so you can complete
Note: The AP Invoice Processing workflow requires sfPMS to be integrated with Microsoft Dynamics SL. Click AP Attach to Voucher to open Microsoft Dynamics SL AP Voucher and Adjustment Entry.
Click Attach Image or Attach Pay Request to open the Spitfire Attach To Document dialog box. (optional) In Project, select a Project ID from the drop-down list or lookup. In
You can access Vendor Vouchers in the following three areas: Inbox, Catalog tab, and from the Document List on a Project Dashboard. Inbox If the routing mode during batch processing
To access scanned images from Microsoft Dynamics SL: In Accounts Payable, open Voucher and Adjustment Entry or Document Maintenance and locate the voucher. – OR – In Contract Management, open
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured document type (Doc Type). There are many Doc Types in
A document in Spitfire is a defined set of specific, related information. Since there are many types of activities on a project, there are many different Doc Types. Each Doc
The Document Header contains the document’s number, project number, and description. Fields vary depending on the Doc Type. Some fields are populated automatically when you first create a document, others
The tabs appearing in the mid-section of a document window and the number of tabs in each document vary from Doc Type to Doc Type. The number of tabs and their