Pay Invoice Wizard PropertiesPay Invoice Wizard PropertiesYou can change certain system settings and defaults for the Pay Invoice wizard using the Set Properties window. The Pay Invoice wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Pay Invoice wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
Select or clear the following check boxes.
| • | Set Date Ready to TODAY When All Invoice Lines Are Paid – If selected, when all invoice lines are paid using this wizard, the date ready will automatically be set to today’s date, indicating that the invoice is ready to be sent electronically to an accounting or finance office. |
| • | Set Date Locked to TODAY When All Invoice Lines Are Paid – If selected, when all invoice lines are paid using this wizard, the date locked will automatically be set to today’s date. You cannot make changes to the invoice once a date locked is set |
It is not possible to set a date locked when an invoice needs proration.
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
The Search Preferences can be set to customize the Invoice Search step of the wizard.
| • | Preferred Search Type – Select one of the search method options. |
| • | Preferred Search Index – Select an index from the list. The default value is Invoice ID. |
| • | Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library. |
| • | Display Amount Warnings selects the Amount option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If this option is selected, a warning message displays when the invoice selected in the wizard contains invoice lines that did not pass an amount validation. The warning message displays when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard. By default, the Display Amount Warnings check box is cleared. |
Note: You must select the Warn When the Difference Between Invoice Amount and Order Amount Exceeds % and $ check box and specify a percentage and/or monetary amount threshold in the Session Settings wizard to see amount warning messages in the wizard. If you select the Display Amount Warnings check box but do not set the corresponding Session Settings properties, the amount warning messages will not display in the wizard.
| • | Display Quantity Warnings selects the Quantity option under Warnings on the Invoice Search step when Invoice Control Number or Invoice ID is selected as the search index. If this option is selected, a warning message displays when the invoice selected in the wizard contains invoice lines that did not pass a quantity validation. The warning message displays the total quantity invoiced is greater than the quantity received on the orderline of the selected invoice. By default, the Display Quantity Warnings check box is cleared. |
Note: You must select the Warn When the Invoice Quantity Exceeds the Received Quantity check box in the Session Settings wizard to see quantity warning messages in the wizard. If you select the Display Quantity Warnings check box but do not set the corresponding Session Settings property, the quantity warning messages will not display in the wizard.
Selection Defaults
Select All – Select this check box to allow all invoice lines to be paid in one step.
Payment Defaults
Select the following payment options.
| • | Check Number – Type a default check number for paying invoices. |
| • | Date Paid – Select a default date paid using the Calendar gadget. Select TODAY to always use the current date. |
| • | Exchange Rate – Select a default exchange rate from the list. The default is TABLE, which references the exchange rate table defined in the Currency policy. |
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Pay Invoice wizard. Click the Display Bibliographic Description button to display the Helper properties that you can set.
| • | Display Bibliographic Description Helper |
| • | Display All Invoice Lines Helper |
| • | Display Funds Summary Helper |
| • | Modify Invoice Extended Info Helper |
| • | Save Funds Summary Helper |
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