Lawson Insight Technical Documentation


ERDs Tables Elements Libraries App Forms

AP32

AP32.1 - Workflow Approval Maintenance

Use AP32.1 (Workflow Approval Maintenance) to display invoices that have been
routed to a Workflow system for approval based on approval criteria defined
for the company or vendor. Use the program to bypass the Workflow system and
manually approve an invoice for payment if

- an invoice needs to be approved immediately and it cannot go through the
normal approval process,

- the Workflow system is not functioning properly, or

- the invoice is entered incorrectly (with the wrong vendor number, for
example) and the case needs to be closed.

Inquire on the invoice you want to approve manually. Select Yes in the
Approved field. Approving an invoice manually causes the associated case to
close in the Workflow system.

If the invoice was entered incorrectly, use AP30.4 (Invoice Cancel) to cancel
the invoice, and then re-enter the invoice in AP20 (Invoice Entry).

Updated Files

    APCOMMENTS - Used to determine if vendor or invoice comments exist.

    APDISTRIB  - Used to access invoice distribution records.

    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APINVOICE  - This program changes accounts payable invoice records.

    APPAYMENT  - This program changes accounts payable invoice payment records.


Referenced Files

    APCOMMENTS - Used to determine if vendor or invoice comments exist.

    APCOMPANY  - Validates company.

    APDISTRIB  - Used to access invoice distribution records.

    APVENCLASS - Validates vendor class.

    APVENGROUP - Used to retrieve vendor group information.

    APVENLOC   - Validates vendor location.

    APVENMAST  - Validates vendor.

    EEADVANCE  - Used to access employee advance records.

    EEEXPENSE  - Used to access employee expense records.

    WFSETUP    -


AP32.2 - Workflow Adjustments

Use AP32.2 (Workflow Adjustments) to display invoices that have been routed
to a Workflow system for approval based on approval criteria defined for the
company or vendor. Use the program to display and maintain invoice
information.

To maintain the discount date or amount for an invoice, choose the Discount
button to open the Discount subform. To define or maintain comments for an
invoice, choose the Comments button to open AP12.2 (Invoice Comments). An
asterisk displays next to the button if active comments exist for an invoice.

To define or maintain tax information for a tax distribution, choose the Tax
button to open the Tax subform. To define or maintain optional distribution
information including activity, unit amount, reference, and description,
choose the More button to open the Distribution Options subform.

To maintain an open, or unposted, distribution, select the Change line action
next to the distribution you want to maintain and change the incorrect data.

To maintain a posted distribution, you must add a distribution reversal and a
new, correct distribution. To reverse the incorrect distribution line,
duplicate the data entered on the incorrect distribution and add the line with
a reversed distribution amount. You can assign a new posting date to the
distribution reversal.

Updated Files

    ACCOMMIT   - Creates an activity management commitment record.

    ACCOMMITX  - Creates an activity management commitment record.

    APASTDTL   - Creates, updates, or validates asset detail records.

    APAUDIT    - Creates audit records when an invoice is changed or a
                 distribution is added, changed, or deleted.

    APDISTRIB  - This program adds, changes, or deletes accounts payable
                 invoice distribution records.

    APINVOICE  - This program changes accounts payable invoice records.

    APPAYMENT  - This program changes the accounts payable invoice payment
                 record.

    APUAVAL    - Referenced or updated by strategic ledger common routines.

    GLCOMMENT  - Referenced or updated by general ledger common routines.

    RJBRIDGE   - Referenced or updated by general ledger common routines.

    RJCONTROL  - Referenced or updated by general ledger common routines.

    RJSCHEDULE - Referenced by general ledger common routines.

    TXCODEMAST - Validates tax code. Does not update.

    TXCOMPANY  - Referenced by tax common routines. Does not update.

    TXTAXCODE  - Validates tax code.

    TXTAXTABLE - Validates tax table code.

    TXTAXTRAN  - This program deletes a tax transaction record when an accounts
                 payable invoice distribution record that has a tax code is
                 deleted and adds a tax transaction record when a distribution
                 is added with a tax code.


Referenced Files

    ACACCTCAT  - Referenced by activity management common routines.

    ACACTGRP   - Referenced by activity management common routines.

    ACACTIVITY - Referenced by activity management common routines.

    ACCAL      - Referenced by activity management common routines.

    ACCALX     - Referenced by activity management common routines.

    APACCRCODE - Validates invoice accrual code.

    APCOMPANY  - Validates company.

    APCPYVND   - Used to retrieve company specific defaults for a vendor.

    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APPAYGROUP - Validates pay group.

    APPROCLEV  - Validates process level.

    APVENCLASS - Validates vendor class.

    APVENGROUP - Validates vendor group.

    APVENLOC   - Validates and defaults vendor location information.

    APVENMAST  - Validates vendor.

    CUCONV     - Edits the currency exchange rate.

    CURELAT    - Validates currency relationship.

    GLADDRESS  - Referenced by general ledger common routines.

    GLCHART    - Referenced by general ledger common routines.

    GLCODES    - Referenced by general ledger common routines.

    GLINTCO    - Referenced by general ledger common routines.

    GLNAMES    - Referenced by general ledger common routines.

    GLSRCCODE  - Referenced by general ledger common routines.

    GLSYSTEM   - Referenced by general ledger common routines.

    GLZONE     - Referenced by general ledger common routines.

    SYSTEMCODE -

    TXTAXRATE  - Validates tax rate.


INVOKED Programs

    IFOB
    IFAC
    ACAC
    IFCR
    IFSG
    IFCU
    IFAU
    SLSE
    SLSU
    IFCC
    IFRS
    SLSS