Running a Workflow Prediction Report

The Workflow Routing report provides insight into all current invoice transactions undergoing processing within IPP. The report enables users to identify and take corrective action on transactions approaching their discount or net due dates. The report also displays who the invoice is assigned to and at what stage it appears in the Workflow process, based on the invoice date.

To create a workflow prediction report:

From the Purchasing tab, click the Purchase Orders sub-tab. The Purchase Orders Summary page appears.
From the search results, click a PO link in the PO # column. IPP opens the PO details page.
Click User ID Routing from the buttons on the Summary tab of the Purchase Order Detail page. The PO Data User ID Route to Details page appears.
Click Run Report in the Workflow Prediction Report section.
Do one of the following:

To print the report, click Print.
To export the results to a spreadsheet, click Excel.

IPP displays the results in the Workflow Prediction report and shows how an invoice generated from this particular purchase order would route.