While in Drafting status, the Paysheet allows multiple documents to be invoiced through the Invoiced scoreboard.
Add Document
Add Document Button
The Add Documents feature, accessed using the Add Document button on the Invoiced grid, is available only for tasks assigned to you and accessed through My Workspace PAY Tasks.
It opens a selection dialog that allows you to add a document to the current Paysheet.
Search Bar
The search bar allows you to search by Document #, including both Source and Receipt numbers.
Details
The Add Document dialog grid includes the following columns:
-
Source #:
- Source Document #: Displays the PO or CV/CR number.
-
Receipt #:
- Receipt Document #: Displays the RV or DR number.
-
3 Way Match Amount:
- Calculated amount from the document.
- Invoice amount extracted from the source.
Rules for Adding Documents
The dialog filters for open documents from the same supplier as the current paysheet.
How Invoice Amounts Are Determined in the Dialog
The calculated amount and invoice amount displayed in the Add Document dialog come directly from the Three Way Match scoreboard.
- If no invoice is attached in the Three Way Match process, the Add Document dialog will display $0.00.
- If an invoice is attached, OCR is applied to extract the amount. The extracted value is then reflected consistently in both the Three Way Match scoreboard and the Add Document dialog.
This ensures that the amount shown remains aligned across both locations based on the presence and processing of an attached invoice.
Three Way Match Scoreboard
Add Documents Dialog
Selected Document
Selected rows are highlighted in light red to make them easy to spot within the dialog.
Only one selected document can be added at a time.
The selection applies to the entire row; clicking the highlighted row again will deselect it and return it to the default white/gray grid appearance.
Adding Document(s)
The Process
- In the Invoiced scoreboard, click Add Document.
- Search for the document using the document number (Source # or Receipt #).
- Select the desired document from the search results.
- Click Add Selected Documents to attach it to the paysheet.
- A success notification will appear: "Document added successfully."
When a new document is added, the scoreboards update to reflect the latest information. These updates ensure all scoreboards accurately display current document activity and item level details.
Sourced and Received Scoreboard
Sourced and Received Scoreboard Updates
- After a document is added, the page refreshes to reflect updates for the Received scoreboards if applicable.
- Document badges are updated to show all documents currently associated with the paysheet.
- The grids are also refreshed to include any items introduced by the newly added document.
- Users can use column customization to add the Source # column in the Sourced scoreboard and the Receipt # column in the Received scoreboard to identify which document each item originated from.
Received Scoreboard Before
Received Scoreboard After
Invoiced Scoreboard
Invoiced Scoreboard Updates
- The Invoiced scoreboard grid refreshes automatically to display items from the newly added document.
- Each item from the new document is added as a separate line in the grid.
- Note: If an item matches (for example, a previously shorted item), it will still appear as a new, individual line rather than merging with an existing one.
Invoiced Scoreboard Before
Invoiced Scoreboard After
