initial window - trvl.maricoapps.biz processing.pdf · marico_ap_cl approver_nov_14_v0.2 accessing...

Initial Window

2Copyright © Capgemini 2014. All Rights ReservedMarico_AP_CL Approver_Nov_14_V0.2

Initial Window

Type the production URL and Enter the user name and password, then click on “Login”

If BPOpen® remains idle for 30 minutes, then the login session expires.


Initial Window

When user logs into BPOpen® tool, the generic Inbox is displayed.

Approver User Scenario


User should click on AP All Invoices option from the left panel of main screen to refresh the list of manual\Scan items . User can click on Run button to open the corresponding work item.Accessing the work items


Accessing work item

Inbox Column : The column names displayed in the Inbox Division Display the division, i.e. IndiaDocument Type Displays the type of document i.e. NOPO, PO

Sub Document Type Displays the Sub Document TypePriority Displays if the work item priority is 48hrs or 24hrsSource Shows the source of Workitem. It can be either Scan or Manual.Created By Displays the Creator detailsBPOpen Ref ID System generated unique reference numberCountry Displays the country for which this work item is applicable.Source Ref ID Displays the Source reference IDMajor Status Displays major status, ex. query, processing, validation, rejectedMinor status Displays minor status based on the major status ex. for query it will be external or internal query raised Creation Date Displays the creation date in the MM/DD/YY hh:mm:ss IST Due Date Displays the due date in the MM/DD/YY hh:mm:ss IST Last Update Displays the last updated date.Run Click on the icon to view the Workitem


Approval

Click on Approval Task option from the left panel of main window.User can click on Run button for the work items to open the corresponding work item.


AP- Approval Form

To view fields, click on icon to expand each field for review.

Each sub heading has been explained in the next few slides.

The Approval Document will open in a new window.

The Document is divided by the following main headings:

•Document Details•Doc Type Details•Attachments•Approval Details•Query•Comments•Action History•Action Buttons

This section is not

editable for approver.

Excel and word document

attachments have only ‘Download’ option,

while pdf/text have a ‘view’ option as well.


File attachment

Click on Manage Attachment to add an attachment. Please refer the Reference Guide (17-23)

A new window Add Attachment will open, click on Add Document


Raising a Query

To raise an internal query, tick the check box next to Internal Query orclick on Raise Query to raise an external query


Approval Form

The Comments section displays the previous comments on the Work item and the Action History displays the previous actions taken on the Workitem


Approval Form

Click on Approveto approve the invoice

The Approval Document include five action buttons:1. Approve2. Code3. Save for Later4. Reject5. Cancel


Rejection reasons

Select the Rejection Reason from the drop down list and enter the Comments.Next click on OK to reject the form

The Reject Request window will open


Searching Invoices


User should click on Search Invoices from the left hand side menu to access the list of work items. Searching Invoices


The following Search Invoice window will display. Field

mentioned in Red is

mandatory

Searching Invoices


Searching Invoices

The list of the work items will be displayed based on the entered conditionsUser can click

on Select button to view the details of

corresponding workitem.


Searching AP Work items

Details of selected Invoice will be displayed. Click on Exit button to close the Document Information window.


Resolving Query


Resolving an Internal Query

To Resolve the query, Click on the Select link on the Action of the query section



Provide resolution comments on Resolution field, and then Click on Resolve Query



The resolved Query is displayed with the complete details of, raised by, raised to, reason, query description, and Status of the query resolved


Resolve Query

The Comments section displays the comments inputted each user at each stageThe Action History section displays the action on the work item by each user



Click on the Submitto submit the work item after query resolution


Thank you

initial window - trvl.maricoapps.biz processing.pdf · marico_ap_cl approver_nov_14_v0.2 accessing...

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