Running the Invoice Register Process

First, log into the Financial Management System

Click the Classic Home tile.

Click the Add a New Value tab.

The Invoice Register page is displayed. This page is used to add a Run Control ID for the specific report request process you wish to run.

A Run Control ID is an identifier (name) that identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures when a process runs in the background, the system does not prompt you for additional values.

Note: To use the same Run Control ID for future jobs where you want to run the Aging Detail by Unit report, you will want to enter an ID that you easily recognize. One good option is to start with the initials of the module you are working in, followed by the name of the process. 

Enter the appropriate information into the  Run Control ID  field.

Example shown here:  "AR_INVOICE_REGISTER " in the Run Control ID field

Click the Add button.

Enter appropriate information into the  Business Unit  field. 

Example shown here: " 66001 " in the Business Unit field

Enter appropriate information into the Start Date field.

Example shown here: " 03/01/2018 " in theStart Date field.

Enter appropriate information into the End Date field.

Exmple shown here: " 06/01/2018 "  in the End Date field

Click the Run button.

In the Process List, click the checkbox for Invoice Register by Customer.

Click the OK button.

Click the Process Monitor link.

Click the Refresh  button several times or until the Run Status field displays "Success" .

Click the Go back to Invoice Register link.

Click the Report Manager link.

The View Reports For page is displayed. If your report is not displayed in the Reports section, click the Refresh button to update the page.

Click the Refresh button.

Click the appropriate Report link.

The File List section is displayed. Click the appropriate . PDF link.