pVault® Help

Allow InterCompany

If set to True, allow InterCompany transactions.

If set to False, disable InterCompany transactions.

Default Job Labor to "NA"

NA is the tax exemption code that populates the Tax Exempt Reason field.

If set to True, and the Cost Type's Category Code is L (Labor) on the Job Line, NA is the default the Tax Exempt Reason field.

If set to False, do not populate NA as the default in the Tax Exempt Reason field.

Note: This does not apply to PO lines.

Default the Check Form from the OU

This controls whether pVault defaults in the Check Form based on the OU or left blank, allowing Penta to populate the value during import.

If set to True, use the Check Form default from the OU.

If set to False, leave the Check Form blank and allow Penta import to populate.

Disable Invoice Routing

Important: This is an all or nothing setting.

If you select True, invoice routing functionality is disabled and the Invoice Routing icon in the Invoice Entry toolbar does not display.

If you select False, invoice routing functionality works as expected, which allows the Processor to route invoices to Reviewers for review and approval.

Document Match - Retrieve potential matching POs in APFlow™

Click True to enable the retrieval of potential matches for POs in Document Match.

Click False to turn off the retrieval of potential matches for PO documents.

Enable Approve Invoices Job Filters

Important: Enabling this feature does not display a filter for all job numbers; it only displays the job numbers corresponding to the job numbers populated on the invoices currently routed to that Reviewer. If none of the invoices currently routed to the Reviewer contain a job number, no job numbers display as a filter.

If set to True, Reviewers can filter invoices by job so that only those invoices coded to the filtered job--for a particular status--display.

If set to False, all invoices for a particular status displays.

Enable Approve Invoices Work Order Filters

Important: Enabling this feature does not display a filter for all Work Orders; it only displays the work orders corresponding to the invoices currently routed to the Reviewer. If invoices do not contain a Work Order, no Work Order numbers display as a filter.

Work Order filters include Equipment (EM Equipment) and Service (SM Work Order).

If set to True, Reviewers can group and approve invoices by work order.

If set to False, Reviewers cannot group and approve invoices by work order. They must approve invoices one at a time.

Export Path

During the export process a txt file is generated and must be saved. This file is necessary to import into the bridged accounting system. Identify a default file path here where all export files are saved.

Job Budget $0 Warning

If True, the job budget warning is active and generates if a budgeted amount is zero ($0).

If False, no job budget warning generates if a budgeted amount is zero ($0).

Note: With a Warning, the recipient can still approve.

Job Budget Reviewer Warning

Determine what type of prompt generates to the Reviewer when a job type/job cost entry exceeds the budget.

Prompt Types

None = No prompt/No issue

Warning = The recipient can still route or approve.

Error = The recipient must address the error before continuing.

Job Budget Tolerance

This is the dollar amount beyond the established budget amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a budget warning. $0 is the default.

Note: With a Warning, the recipient can still approve.

Job Budget Warning

Determine what type of prompt generates to the Processor when a job type/job cost entry exceeds the budget.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

Include Closed Jobs

If set to True, jobs that are not currently open display in the Lookup list.

If set to False, jobs that are not currently open do not display in the Lookup list.

Launch AP Export Detail Report

If set to True, after the export is successful, the AP Export Detail report is systematically generated. This is the default.

If set to False, the AP Export Detail report is not systematically generated.

Important: This report can be reproduced through the Retrieve | Report menu at any time. Click here for details.

P.O. Reviewer Warning

Determine what type of prompt generates to the Reviewer when a purchase order amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

P.O. Tolerance Dollar Amount

This is the dollar amount beyond the established purchase order amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a purchase order amount warning. $0 is the default.

Note: With a Warning, the recipient can still approve.

P. O. Tolerance Percentage

This is the percentage beyond the established purchase order amount that is still considered acceptable. Any percentage above the entered figure triggers the generation of a purchase order percentage warning. 0% is the default.

Note: With a Warning, the recipient can still approve.

P. O. Tolerance Type

Identify a dollar value, a percentage value or both for the P.O. Tolerance Type.

This is the dollar amount or percentage beyond an established purchase order amount or percentage that is still considered acceptable. Any amount or percentage above the entered figure triggers the generation of a purchase order amount or percentage warning. $0 is the default.

If Both is selected, both the dollar and percentage tolerances must be met. If only one is met and the other is exceeded, the purchase order warning generated.

Note: With a Warning, the recipient can still approve.

P.O. Warning

Determine what type of prompt generates to the Processor when a purchase order amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

Processor Compliance Warnings

Determine what type of prompt generates to the Processor when vendor or subcontract items are out of compliance. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

Restrict Check Form by OU

Note: The OU represents Organizational Units.

If set to True, restrict check form queries by current OU.

If set to False, do not restrict check form queries by current OU.

Reviewer Compliance Warning

Determine what type of prompt generates to the Reviewer when vendor or subcontract items are out of compliance. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

Subcontract Reviewer Warning

Determine what type of prompt generates to the Reviewer when a subcontract amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Reviewer can still route or approve.

Error = The Reviewer must address the error before continuing.

Subcontract Tolerance Dollar Amount

This is the dollar amount beyond the established subcontract amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a subcontract amount warning. $0 is the default.

Note: With a Warning, the recipient can still approve.

Subcontract Tolerance Percentage

This is the percentage beyond the established subcontract amount that is still considered acceptable. Any percentage above the entered figure triggers the generation of a subcontract percentage warning. 0% is the default.

Note: With a Warning, the recipient can still approve.

Subcontract Tolerance Type

Identify a dollar value, a percentage value or both for the Subcontract Tolerance Type.

This is the dollar amount or percentage beyond an established subcontract amount or percentage that is still considered acceptable. Any amount or percentage above the entered figure triggers a subcontract amount or percentage warning to generate. $0 is the default.

If Both is selected, both the dollar and percentage tolerances must be met. If only one is met and the other is exceeded, the subcontract warning generates.

Note: With a Warning, the recipient can still approve.

Subcontract Warning

Determine what type of prompt generates to the Processor when a subcontract amount exceeds the committed amount. None is the default.

Prompt Types

None = No prompt/No issue

Warning = The Processor can still route or approve.

Error = The Processor must address the error before continuing.

Use Job Reference Field

If set to True, the Job Reference field displays in the Invoice detail section with a Lookup.

If set to False, the Job Reference field does not display.

Work Order Date Cutoff Years

If set to True, only retrieve work orders with the past specified number of years.

If set to False, retrieve all work orders.