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Retrieving AP Invoices in BDMS

Retrieving AP Invoices in BDMS. Integrated with Banner. BDMS can be queried from within Banner You do not need to login separately to BDMS when accessing it through Banner Your BDMS username and password are synchronized with your Banner Account the first time you login

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Retrieving AP Invoices in BDMS

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  1. Retrieving AP Invoices in BDMS

  2. Integrated with Banner • BDMS can be queried from within Banner • You do not need to login separately to BDMS when accessing it through Banner • Your BDMS username and password are synchronized with your Banner Account the first time you login • Documentation is retrieved by using the “BDMS – Display Document” button.

  3. How does BDMS know what to retrieve? • Rules are defined at the system level that link Banner Forms to associated document types • The Field you have selected on the Form determines what is retrieved by BDMS when you click the “BDMS – Display Document” button • Rules can be changed, created, and removed • These rules may effect more than just Invoices. Some changes may make sense for Invoices but not for the system as a whole.

  4. Forms with Enabled for Invoices • FAAINVD - Invoice/Credit Memo Cancel Form • FAAINVE - Invoice/Credit Memo Form • FAAPAYC - Payment Control Form • FAARUIV - Recurring Payables Form • FAICHKH - Check Payment History Form • FAIINVE - Invoice/Credit Memo Query Form • FAIINVL - Invoice/Credit Memo List Form • FAIOINF - Open Invoices by FOAPAL Form • FAIVNDH - Vendor Detail History Form • FOIDOCH - Document History Form

  5. An Example: FAIVNDHVendor Detail History Form 1. Perform Query 3. Press the “BDMS – Display Document” button. 2. Select the Invoice you want to retrieve the documentation for

  6. Another Example: FOIDOCHDocument History Form 1. Perform Query 3. Press the “BDMS – Display Document” button. 2. Select the Invoice you want to retrieve the documentation for

  7. Why did I not find anything? • No documentation in BDMS • Security – maybe you do not have access to this document • Was the correct field selected? • Does B-F-DOCS show as the application? If not then the you probably had the cursor in the wrong field. • Do the search fields match what you are expecting to see?

  8. Security • Similar model as used in Liberty • Users are assigned security tokens based on their invoice approvals in Banner. • Documents are assigned tokens based on the approval process used by Banner. • Documents are assigned a token based on the user that created the document. This token is based on the default ORG assigned to the user.

  9. Advanced Queries • It is also possible to query for Invoice directly in BDMS without logging into Banner first • Web link is on www.usnhgateway.org • On the Production Systems menu • Select Application Xtender Web Access • Select USNH Finance/HR – BPRD • Invoices are in B-F-DOCS – BANNER FINANCE PURCHASING/AP

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