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Vendor name
Date
Document number
Approval Status
Next Approver
Currency
Amount
FlowAP PDF Split-view
FlowAP provides a convenient way to view the PDF document which was scanned into an XML document and then converted as a NetSuite accounts payable transaction.
The PDF is displayed at the left hand side of the browser. Standard control buttons and enables the user to interact with the PDF document.
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Hide/Show Button
The Hide/Show button is used hide or show the PDF.
The last action performed by the user on the Hide/Show button is remembered. The last action will be the default display of the PDF for the succeeding transactions that will be viewed by the user. The last action is remembered by storing it in the browser’s local storage.
[STA] FlowAP PDF {custbody_sta_flowap_pdf}
The [STA] FlowAP PDF {custbody_sta_flowap_pdf} field is a transaction header field used by FlowAP conversion to store the PDF.
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If users need to use the FlowAP PDF split view for transactions created outside the FlowAP conversion process, users must enable the [STA] FlowAP PDF field on their transaction form. The user needs to save the PDF in this field before they can use the FlowAP split view for the transaction. |
Approving / Rejecting Transactions
In your dashboard reminder portlet, set up [STA] Bills Pending my Approval reminder. You can see all bills pending approval through [STA] Bills Pending Approval – All reminder.
Click up [STA] Bills Pending my Approval.
Click view next to the Bill you want to review/approve.
The PDF image is displayed which can be dragged around. You can increase the size of the PDF image window by dragging from the little triangle at the bottom left.
You can view INFlow FlowAP related information under the respective tab. The [STA] Approval History will show the previous approvers and the timestamp
To Approve or Reject, click the respective buttons.
If you want to reject the transaction, you must specify the rejection reason under the INFlow FlowAP tab > Rejection Notes. If you click the Reject button without specifying the reason, you will be notified through an alert:
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When saving the vendor record, the user needs to enter either the VAT Registration number ({vatregnumber}) or the Business ID number ({custentity_edoc_ws_id}). If both fields are empty, throw an alert “You must enter either VAT ID or Business ID for this vendor.”
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FlowAP Accrual
If your Vendor Bill is not fully approved the GL impact is not recorded in your books. There is a way for you to record the expenses at the month-end by posting the accruals with the help of an InFlow script.
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