Report - RF Invoices on Hold

Description

Purpose

The Research Foundation (RF) Invoices on Hold report provides detailed information for invoices currently on hold, including the project, task and award. The report can be run for a specific hold reason and/or a specific project or award. This monitoring report should be used to review current invoices on hold in the Accounts Payable module. This is a custom report that can be used by campus locations instead of the standard Invoice on Hold report.

Frequency

The RF's central office recommends that operating locations run this report daily.

Setting Report Parameters

The following table describes the optional parameters to run the report. If you do not choose any parameters, the report will run all invoices on hold.


Parameter	Description (click in the field to see the List of Values)
Optional Parameters
Hold Name		Displays invoices on hold for the specific hold reason from the List of Values. Leave this field blank for a report of all invoices on hold. For example: Insufficient funds
Award Number		Displays invoices on hold for the specific award.
Project Number		Displays invoices on hold for the specific project.
Location		Displays the campus location

Understanding the Output

The data in this report is sorted by Hold Name and then by Supplier Name. The following table describes the report output:

Column Heading	Description of Column
Vendor Name	Name of the supplier as it appears in the supplier file.
Site	Site in supplier file entered for the invoice.
Invoice Number	Invoice number.
Invoice Date	Invoice Date.
Invoice Amount	Total invoice amount.
Invoice Description	Invoice description.
PO Number	Purchase order or blanket release number, if applicable.
Project	Project number being charged for the expenditure.
Task	Task number being charged for the expenditure.
Award	Award number being charged for the expenditure.
Dist. Amount	Dollar amount for the distribution line.
Approved	Indicates if the distribution line is approved. (Yes: line is approved; or No: line is not approved.)

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request form.

Effective Date: 5/29/2007 9:50:30 AM