Follow - up and Analysis, Supplier Invoicing

Description of process

The Follow-up and Analysis process includes analysis and reports that can be used to get information on suppliers and supplier invoices. In all analysis pages, you can only view information, and new information cannot be entered. There are a number of reports that can be printed via the Order Report function.

This process involves the use of the following analysis pages: 

• Suppliers is used to obtain a general idea of the company's supplier. You can quickly view information on each supplier.
• Supplier Invoices Analysis is used to obtain information on supplier invoices, both unpaid and paid. 
• Supplier Invoices for Final Posting Analysis  is used to view detailed information on previously entered and preliminarily posted invoices that are ready for final posting.  
• Self-Billing Invoices Analysis is used to view automatically created supplier invoices. The invoices are created at entry of purchase order arrivals. This providing that IFS/Purchasing is installed.
• Multi-Company Supplier Invoices Analysis is used to obtain information about multi-company supplier invoices, both unpaid and paid. ;
• Invoiced Purchase Orders is used to view information on purchase order receipts that have been matched with supplier invoices.

Note: If IFS/Invoice is installed without IFS/Payment, links to pages will be missing for analysis related to IFS/Payment.

This process also involves the following reports:

• The Not Authorized Supplier Invoices report contains information on preliminarily entered, finally entered, and directly entered supplier invoices that are not authorized for payment. The invoices are sorted by authorizer.
• The Preliminary Posted Supplier Invoices report contains information on supplier invoices for which preliminary entries have been made, sorted by authorizer. Selection may be made by company, authorizer, payment date, or preliminary account for the cost postings.

Before you start entering information, check that Basic Data Required (BDR) has been set up as per instructions in Define Financials Basics, the Set up Basic Data Accounts Payable process.