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Use the Self-Service Inquire page to identify and review invoices or credit memos that were created through Self-Service and are awaiting submission, failed validation and require fixing, in draft status, or are rejected. You can also search for specific invoices or credit memos. IPP limits the invoices and credit memos to your group assignment for Business Unit, Cost Center, or Department ID.
The Submit Documents section displays all the documents created in Self-Service, which are pending review and submission. The number shown in parentheses located after Review and Submit documents is the number of documents still to be reviewed and submitted.
Note:: The Disburser Administrator configures the submission delay period for Self-Service invoices. The submission options are:
Delay submit until reviewed and released manually
Display submit by time period (set hours and/or minutes)
Submit immediately
Apply Post submit processing
The Data Entry Status section displays the status of documents entered through Self-Service:
Exception - Invoices that failed validation and require changes by a Disburser user with the Create/Edit Invoice or Create/Edit Create Memo permissions assigned to one of his/her roles. Once the invoice is fixed, you can resubmit the Self-Service document. Click Exceptions to view the list of documents in exception and then click Edit to fix the invoice exceptions.
Draft - Invoices saved in draft status. The documents remain in draft status until submission. Click Drafts to view the documents in draft status and then click Edit to make changes to the document.
Rejected - Invoices rejected as a part of a Workflow override, an Invoice Status Change upload, or a Disburser user with the Invoice - Reject permission assigned to one of his/her roles. Click Rejected to view the documents in reject status and review the comments. Click Edit to make changes to the rejected invoice. To expedite processing of the invoice, the invoice page allows editing on all available PO lines, including lines not originally submitted.