How to: Manage Many Incoming Document Records

As you create or process incoming document records, the number of lines in the Incoming Documents window may grow to an extent where you lose overview. Therefore, you can set incoming document records to Processed to remove them from the default view. When you choose the Show All action, you can view both processed and unprocessed records.

Note

You cannot edit information, attach files, or perform other processes on incoming document records that are set to Processed. You must first set it to Unprocessed.

The Processed check box is automatically selected on incoming document records that have been processed, but you can also select or deselect the check box manually. Depending on your business process, an incoming document record may be processed when a related document has been created for it or a file has been attached.

Note

When you open the Incoming Documents window with the My Incoming Documents action on the Role Center, only unprocessed incoming document records are shown by default. This is referred to in this topic as "the default view".

To remove incoming document records from the default view

  1. In the Incoming Documents window, select one or more lines for incoming document records that you want to remove from the default view.
  2. Choose the Set to Processed action.

The incoming document records are removed from the default view, and the Processed check box is selected on the lines.

Note

You can also perform this action for the individual record in the Incoming Document Card window.

To view all incoming document records

  1. In the Incoming Documents window, choose the Show All action.

All incoming document records are displayed, including those where the Processed check box is not selected.

To add incoming document records to the default view

  1. In the Incoming Documents window, choose the Show All action.
  2. Select one or more lines for incoming document records that you want to appear in the default view.
  3. Choose the Set to Unprocessed action.
Note

You can also perform this action for the individual record in the Incoming Document Card window.

See Also

Process Incoming Documents
Incoming Documents
Purchasing
Working with Financials