Scanned Payable Document Fields

Here is a description of the fields that make up a Scanned Payable Document.

Key -

* – Mandatory field

R – Read-only

Field		Description
Account		The account that relates to the payable document.
Company	R	The company that relates to the payable document. Note: In the Scanned Payable Document the Company field in the header has been made read only. So, only the administrator can make the changes in the Company field.
Due Date		Due date on the scanned payable document.
Error Details	R	Information about the error when parsing the payable document or creating a payable invoice.
Invoice Currency		Invoice currency on the scanned payable document.
Invoice Date		Invoice date of the payable document.
Invoice Total		Invoice total of the scanned payable document.
Net Total		Net total of the scanned payable document.
Status	R	Status of the scanned payable document. The following are the scanned payable document status: Complete Confirmed Discarded Failed New Note: You can only edit a scanned payable document that is in " Failed " status.
Vendor Invoice Number		Vendor invoice number in the payable document.

Quick Action Buttons

Here are the buttons added to the Scanned Payable Document.

Button	Description
Confirm	Confirms the changes on the Review & Edit window.
Create Invoice	Creates an invoice from the scanned payable document. Note: The Create Invoice button is visible only for scanned payable documents with "Confirmed" status.
Discard	Discards the scanned payable document. Note: The Discard button is visible only for scanned payable documents with "Failed" status.
Edit	Edits the scanned payable document. Note: The Edit button is visible only for scanned payable documents with "Failed" status.
Save & Continue Later	Saves any unsaved changes on the lines and then you can continue editing the document later.
Review & Edit	Review the scanned payable document along with a preview of the attached invoice in a window. You can edit the document if anything is missing or inaccurate.

Here are the buttons available on the Line Items tab of Scanned Payable Document Lightning page.

Button	Description
Cancel	Cancels the unsaved changes in the grid. Note: The Cancel button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.
Save	Saves the lines. Note: The Save button is not visible if the Scanned Payable Document is marked as “Confirmed”, “Complete” or “Discarded”.

Concepts

Tasks

Reference