pVault® Help

Edit Line Detail

1.Click to display the Line Item Edit dialog box similar to the following:
 

 
Descriptions display in the coding section and update when you make coding changes.
 
The fields that display here include custom fields that are created on the desktop in pVault®. For details on creating custom fields, click here.

2.Revise line item fields as necessary.

3.If necessary, click the lookup icon, , to access an associated list.
 
A dialog box similar to the following displays:
 

 
Editing lines will collect the changes you make as you make them. You will be required to UPDATE or you may perform a toolbar action on an invoice. If you leave the page without saving, your changes will systematically be changed.
 

4.Once changes are made and the Line Item Detail dialog box is closed, the following row is added to the top of the Invoice Details page:
 

 
Note: A temporary Save Invoice icon, , displays in the Invoice Details page row of icons (upper right) and PENDING displays next to the Invoice number in the header..
 

5.Click the Show Changes icon, , to view the coding changes.
 
An Invoice Changes dialog box similar to the following displays:
 

 

6.To cancel a single change, if multiple changes display on the Invoice Changes dialog box, click the icon for the associated row.
If all the changes reflected in this Invoice Changes dialog box should not be made, click . Click CLOSE to close the now blank dialog box.
If all the changes reflected in this Invoice Changes dialog box should be saved, click .
 
Note:  If you click CLOSE to close the Invoice Changes dialog box, the message that Your invoice has 1 coding changes remains as does the temporary Save Invoice icon, .
 

Important:  User must have the Allow Reviewer Edit Invoice Additional Option checked to perform this function.

Change Line Type

1.Click to display the Change Line Type dialog box similar to the following:
 

 
The current line type displays.

2.Use the dropdown to select a new line type.
 

 

3.Click UPDATE to save changes or click CANCEL to leave the dialog box without saving changes.
 

Important: User must have the Allow Reviewer Change Line Type Additional Option checked to perform this function.

Split Line

1.Click to display the Split Line page similar to the following:
 

 

2.Make the necessary changes to split lines appropriately.

3.Click SPLIT to save changes and execute the split or click CANCEL to leave the dialog box without saving changes.

Important: User must have the following Additional Option checked to perform this function: Allow Reviewer Split Invoice Lines