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Add Delivery Docket Values in Code Pending Invoice Screen

Add the additional field to see if there is a DD present.

  • Guest
  • Nov 27 2025
Company Decmil
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    27 Nov 23:35

    Hi Kate,
    Do you have the workflow set up whereby

    - if the user selects an invoice on the Prepare Invoices for Approval
    Screen
    - And the Invoice has a PO
    - Then the Delivery docket matching screen will be automatically
    launched?
    - After Delivery docket matching the PO Matching screen will display to
    confirm values.
    - Then the user will be taken to the Dissections screen with the
    dissections already created from the DD Matching process?

    OR

    - if the user selects an invoice on the Prepare Invoices for Approval
    Screen
    - And the Invoice has a PO
    - The user will be taken to the Dissections screen.
    - Then the user would need to take the action option to match to
    delivery dockets?

    cheers
    Andrew

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