Purchasing >  Inquiries >  Invoices >  Invoice ranking  

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This function will provide access to two graphical inquiries, after the invoices to be selected and the period to be considered have been chosen:

  • Suppliers: This choice will make it possible to view in the form of a pie chart the ranking by supplier of the expected credit memos and of the received credit memos in tax excl. amount.
  • Payment approval: This choice makes it possible to view in the form of a pie chart the ranking by payment approval level of the paid and unpaid invoices in tax incl. amount.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen will make it possible to select the invoices on the basis of various criteria.

    • Document no.: these criteria are used to define invoice ranges to be viewed,

Time-related criteria:

    • Periodicity: The display frequency of the graphical information can be selected. A month periodicity is suggested by default. It is also possible to choose a frequency in Day, Week, Half-Year, or Year.
    • Number of periods: It is possible to display the number of periods to be displayed. If this information is modified, the end date will be automatically modified based on the number of periods and the frequency chosen.

Entry screen

Fields

The following fields are present on this tab :

Selection

  • Active memo (field MEMO)

 

 

 
  • From invoice no. (field NUMDEB)

 
  • To invoice no. (field NUMFIN)

 

 

 
  • Start date (field BPRDATDEB)
  • End date (field BPRDATFIN)

Status

  • Invoice (field PIHTYP1)

 
  • Credit memo (field PIHTYP3)

 
  • Posted (field STAO)
  • Purchase module (field MODA)
  • Payment approval level (field BAPO)
  • Additional invoice (field PIHTYP2)

 
  • Credit memo/return (field PIHTYP4)
  • Not validated (field STAN)
  • A/P-A/R module (field MODT)
  • Not at payment approval level (field BAPN)

Match status

  • Warning (field TWMSTAW)

Use this check box to select the invoices which have a 'warning' Three-way match status.

SEEINFO The Three-way match status is defined in the Product function.
  • Blocked status (field TWMSTAB)

Use this check box to select the invoices which have a 'Blocked' Three-way match status.

SEEINFO The Three-way match status is defined in the Product function.
  • Unblocked (field TWMSTAU)

Use this check box to select the invoices which have a 'unblocked' Three-way match status.

SEEINFO The Three-way match status is defined in the Product function.
  • Successful (field TWMSTAS)

Use this check box to select the invoices which have a 'Successful' Three-way match status.

SEEINFO The Three-way match status is defined in the Product function.
  • Not applicable (field TWMSTAN)

Use this check box to select the invoices which have a 'Not applicable' Three-way match status.

SEEINFO The Three-way match status is defined in the Product function.

Display

 
  • Sort order (field TRI)

 

Close

 

Specific Buttons

This button is used to record the chosen criteria in a specific memo code. The STD memo code is systematically submitted when accessing this function.

This button makes it possible to recall a Memo that has already been recorded.

This button is used to delete a recorded memo.

This button provides access to the graphical inquiry that enables viewing of the ranking by supplier of the expected credit memos and of the received credit memos in tax excl. amount.

This is a multi-target inquiry since the expected credit memos are extracted from the supplier returns while only considering the validated returns. The returns considered are those whose financial site of the storage site belongs to the invoicing site of the inquiry and that also match the additional criteria such as the date range, and the supplier code.

Received credit memos are only extracted from all the credit memo types and from additional filters.

This button provides access to the graphical inquiry enabling viewing of the ranking by payment approval level of the paid and unpaid invoices in tax incl. amount. Only the invoices are considered in this inquiry.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation